Zachary Mills
Investment adviser representative at Bok Financial Advisors
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.1BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bok Financial Securities, Inc.Jan 2021 to now
- BOKF, NAJan 2021 to now
- Bok FinancialJul 2019 to Jan 2021
- Bok Financial Securities, Inc.Nov 2017 to Jun 2019
- BOKF, NANov 2017 to Jun 2019
- Northwestern Mutual Wealth Management CompanySep 2017 to Nov 2017
- Northwestern Mutual Investment Services LLCApr 2017 to Nov 2017
- Sky FitnessSep 2016 to Feb 2017
- Northwestern Mutual Life Insurance CompanyMay 2016 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6634904
- Firm CRD
- 17530