Connor Daniel Freeman
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.Jun 2023 to now
- BOKF, NAJun 2023 to now
- Bok FinancialJul 2022 to Jun 2023
- Oklahoma State UniversityAug 2021 to May 2022
- Bok FinancialJun 2021 to Aug 2021
- Oklahoma State UniversityAug 2020 to May 2021
- Lowe's Home ImprovementMay 2020 to Aug 2020
- Oklahoma State UniversityAug 2019 to May 2020
- Kansas City CateringJun 2019 to Aug 2019
- Oklahoma State UniversityAug 2018 to May 2019
- Minsky's PizzaMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7759797
- Firm CRD
- 17530