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Kyler Brent Fuhriman

Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
11 yearsExperience
2 statesRegistered in
$3.7BFirm 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 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 GroupMar 2023 to now
  2. E*trade Securities LLCJun 2020 to now
  3. Goldenwest Credit UnionOct 2018 to Apr 2020
  4. CampsaverAug 2018 to Sep 2018
  5. Salt Lake Truck WashMay 2018 to Jul 2018
  6. Survey Sampling InternationalMar 2018 to Apr 2018
  7. Cherry Peak Mountain ResortAug 2017 to Feb 2018
  8. Salt Lake Truck WashApr 2017 to Jul 2017
  9. Church of Jesus Christ of Latter-day SaintsMar 2015 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (AZ, UT).

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
7287376
Firm CRD
111320
Advisor's SEC record (opens in a new tab)
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