Donald Lee Fitzsimmons
Investment adviser representative at Bok Financial Advisors
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Bok Financial Securities, Inc.May 2024 to now
- BOKF, NAMay 2024 to now
- Key Investment ServicesAug 2023 to May 2024
- UnemployedJul 2023 to Aug 2023
- Bancwest Investment Services, Inc.Oct 2021 to Jul 2023
- Guardian Life Insurance CompanyApr 2020 to Oct 2021
- UnemployedJan 2019 to Apr 2020
- Cetera Investment ServicesDec 2018 to Jan 2019
- UnemployedMay 2018 to Dec 2018
- Cuso Financial Services, LPMar 2018 to May 2018
- Gateway Services GroupOct 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 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
- 4815838
- Firm CRD
- 17530