David Charles Sego
Investment adviser representative at Bok Financial Private Wealth, Inc.
26 yearsExperience
3 statesRegistered in
CFP® certification, PFSDesignations
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Bok Financial Private Wealth, Inc.Apr 2016 to now
- The Milestone Group, Inc.Mar 2016 to now
- Weaver and Tidwell Financial Advisors, Ltd.Jun 2000 to now
Designations
- CFP® certification
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CO, OK, TX).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4541939
- Firm CRD
- 106733