Ossie Patton
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.Nov 2022 to now
- BOKF, NANov 2022 to now
- Cetera Investment Advisers LLCNov 2020 to Nov 2022
- Cetera Investment Services LLCNov 2020 to Nov 2022
- Midfirst BankNov 2020 to Nov 2022
- Securian Advisors Mid AmericaOct 2017 to Nov 2020
- Securian Financial Services IncOct 2017 to Nov 2020
- Minnesota Life Insurance CoSep 2017 to Nov 2020
- Bank of America, N.A.Oct 2014 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 6009883
- Firm CRD
- 17530