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Justin Boxleitner Bobus

Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
  • Seminars and workshops

Experience

11 years in the industry.

  1. Stoker Ostler, A Part of BMO Financial GroupJul 2022 to now
  2. Stoker Ostler Wealth AdvisorsApr 2020 to now
  3. BMO Private BankMay 2015 to Apr 2020

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Stoker Ostler, A Part of BMO Financial Group

Legal name: Stoker Ostler Wealth Advisors, Inc.

$3.7BAssets managed
1,585Clients
14Advisers
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
6111250
Firm CRD
111320
Advisor's SEC record (opens in a new tab)
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