Ashlyn Aurora Phelps
Investment adviser representative at Bok Financial Advisors
11 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
11 years in the industry.
- Bok Financial Securities, Inc.Jun 2023 to now
- BOKF, NAJun 2023 to now
- Bok FinancialOct 2019 to Jun 2023
- BenveoAug 2018 to Oct 2019
- Lifetime FitnessJun 2018 to Oct 2019
- University of ArkansasAug 2016 to May 2018
- Sunglass HutJun 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7760663
- Firm CRD
- 17530