Kelly Ann Landen
Investment adviser representative at Bok Financial Private Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$3.7BFirm assets
30 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
Experience
12 years in the industry.
- Bok Financial Private Wealth, Inc.May 2025 to now
- Bok Financial Securities, Inc.May 2025 to now
- BOKF, NAMay 2025 to now
- JPMorgan Chase Bank NAJan 2023 to May 2025
- JPMorgan Securities LLCJan 2023 to May 2025
- UnemployedSep 2022 to Dec 2022
- Goldman SachsJun 2022 to Aug 2022
- UnemployedMay 2022 to May 2022
- Mckesson CorporationMay 2021 to Apr 2022
- Kelly Landen PrMar 2020 to Aug 2021
- Bread & Butter Public RelationsJun 2019 to Mar 2020
- Volk PrOct 2018 to Jun 2019
- UnemployedSep 2018 to Sep 2018
- Southern Methodist UniversityAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 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
- 7582872
- Firm CRD
- 106733