Martin Holtwick Walsh
Investment adviser representative at Bok Financial Private Wealth, Inc.
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Bok Financial Private Wealth, Inc.Sep 2019 to now
- LPL Financial, LLCNov 2015 to Oct 2019
- Brown & CompanyOct 2015 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 4 states (CA, 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
- 5398190
- Firm CRD
- 106733