Levi William Gunn
Investment adviser representative at Bok Financial Advisors
10 yearsExperience
2 statesRegistered 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.Apr 2026 to now
- BOKF, NAApr 2026 to now
- Cetera Investment Advisers LLCNov 2024 to Mar 2026
- Renaissance FinancialNov 2024 to Mar 2026
- Cetera Wealth Services LLCJul 2024 to Mar 2026
- UnemployedMay 2024 to Jul 2024
- Creighton UniversityAug 2023 to May 2024
- Morgan StanleyJun 2023 to Jul 2023
- Creighton UniversityAug 2022 to May 2023
- Morgan StanleyJun 2022 to Jul 2022
- Creighton UniversityAug 2021 to May 2022
- H2o Joe's WaterparkJun 2021 to Jul 2021
- Creighton UniversityAug 2020 to May 2021
- UnemployedDec 2017 to Jul 2020
- Blue Moon CafeOct 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7567178
- Firm CRD
- 17530