Trenton Mark Hattler
Investment adviser representative at Bok Financial Advisors
10 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
10 years in the industry.
- Bok Financial Securities, Inc.Feb 2025 to now
- BOKF, NAFeb 2025 to now
- Osaic Wealth, IncJun 2023 to Feb 2025
- Odyssey Financial GroupMay 2022 to Feb 2025
- Royal AllianceMay 2022 to Jun 2023
- Mayfield Middle SchoolSep 2020 to May 2022
- Mass MutualSep 2020 to Jun 2021
- Cornerstone Financial Partners/p&cJun 2020 to May 2022
- Affordable Pool SolutionsMay 2018 to Nov 2019
- Pinion ConstructionMay 2017 to Aug 2017
- Southern Nazarene UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7563153
- Firm CRD
- 17530