Apr 2016 – Present 4 years 7 months. Kansas: (816) 489-4443 LET'S TALK. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including: For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678. Safekeeping your assets is only one of the important responsibilities of BOK Financial custodial services. VP, National Sales Manager. He leads a team that oversees a diverse portfolio of services for commercial, consumer, and wealth management clients with banking centers in eight states, including high-growth markets such … If the trust has uneconomically low principal If the Court decides it is costing more to administer the trust than the trust is worth, the beneficiary or trustee can ask the Court to end or change the trust, or appoint a new trustee. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. SVP, Manager of Advisor Trust Services BOK Financial (NASDAQ: BOKF) is a strong and stable partner with more than $40 billion in assets and over 5,000 employees in 10 states, with services throughout the nation. By accessing this site and any pages thereof, you agree to be bound by the Terms and Conditions exhibited on this website. We also handle securities trade execution services, performance measurement, income collection and distribution, and transaction reporting and accounting. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. We can serve as the trustee, co-trustee or agent for the trustee. Topeka, Kan: (913) 307-1800 Speak to our advisors in personal trust, probate, and estate settlement and administration. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, … rhueser@bokf.com Today's Rate: 30 Yrs Fixed 3.000% | 20 Yrs Fixed 3.000% | 15 Yrs Fixed 2.625% | No Pt Overall I would definitely come back to this place." *Consult your legal or tax counsel for advice and … Rosemary Hueser Search for other Financial Services in Saint Louis on The Real Yellow Pages®. Private Banking: Topeka, Kan.: (785) 273-9993 You’ll love the convenience, and because we’re licensed and active in all 50 states, you can benefit from our expertise wherever you live. Topeka, Kan: (913) 307-1804 5 reviews of BOK Financial "Marcia and staff are very nice and personable. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. mflinn@bokf.com One trust officer is assigned to every account for consistency and accountability. rhueser@bokf.com. Administering a Trust Bank of Oklahoma administers all types of trusts, including revocable, irrevocable, charitable, court-created or special needs. Trust and estate planning services* are available upon consultation with our financial advisor Mike Ciciura at (630) 852-3710 extension 112. Search for other Financial Services on The Real Yellow Pages®. BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC … Come meet with one of our more than 135 trust, fiduciary and investment officers today. BOK Financial. The woman had a broken leg and still got up to get the coin rolls while still cracking jokes. Outside Kansas: (877) 781-6889, Real Estate Services: We have the expertise to maximize tax savings, avoid probate and secure your financial future. As you work closely with them to create a solid financial foundation, we'll work with you to deliver what they need. Get the peace of mind that comes from working with our experienced team in trust services. We take the time to develop valuable long-term relationships. At BOK Financial, we have a wide range of fiduciary services to help you with your financial goals — whether you're setting up a trust, a private foundation, arranging estate management or custody services. Steve Bradshaw is president and CEO of BOK Financial Corporation. This has been achieved by creating better programs and processes … Our professional team provides the following: Give us a call, or complete the form and we will contact you. When you join BOK Financial, you’ll be making a difference for your future—and ours. Use of this website does not constitute a recommendation by BOK Financial to buy or sell any security or financial instrument, or to participate in any … BOK Financial Securities, Inc. A registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation: securities.bokfinancial.com It provides a wide array of banking, fiduciary and investment services through our regional bank brands, a broker dealer, four registered investment advisor firms and an electronic funds network. At BOK Financial, we have a wide range of fiduciary services to help you with your financial goals — whether you're setting up a trust, a private foundation, arranging estate management or custody services. At BOK Financial Advisors, you’ll find all the capabilities you need to create a personal investment strategy and put your money to work for you. BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma. Personalized and responsive advisors offer innovative and value-added trust solutions. Our trust solutions can help you focus on what's most important — your clients. 877-957-1078, NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. SVP, Manager of Advisor Trust Services. Our trust services are backed by BOK Financial Corporation (BOKF), a regional financial services holding company with more than $30 billion in assets. BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. For more information, visit www.bokf.com. We pride ourselves on unmatched personal service from a team of local professionals. Bank of Oklahoma enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. Offering products, services and solutions from coast-to-coast: www.bokfinancial.com. 3 reviews of BOK Financial "I came into this bank for some coin rolls. Outside Kansas: (405) 936-3918, Charitable Organizations & Not-for-Profit, Payment of expenses and distributions in accordance with trust instruments, Coordination of tax and estate planning with outside accountants or attorneys, Compliance with applicable state probate laws and Federal estate tax laws, Collecting, appraising, inventorying and managing of estate assets, Tax return reporting and coordination of tax matters with outside accountants, Distribution of assets in accordance with testamentary instruments, Obtaining the latest will and reviewing its instructions, Coordination with other trustees, guardians and conservators, The collection of dividends, interest and maturities, Daily investment of cash balances in taxable and tax-exempt money market accounts, Preparation of monthly or quarterly statements, Online access to your portfolio, with automatic updated pricing information. It is my pleasure to serve the financial needs of people in the Rancho Palos Verdes, San Pedro, Catalina Island and Lomita areas. BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC registered investment adviser. Outside Kansas: (800) 723-8365, Investments: BOK Financial Corporation is a multi-billion dollar regional financial services holding company. BOKF has a proven track record of success with more than 20 years of positive earnings. If the trust principal is worth $20,000 or less, the trustee can end the trust. It’s an exciting time for us, as we celebrate 27 consecutive years of profitability, being named one of America’s most respected banks by American Banker Association and being named Philanthropist of the Year by the Association of Fundraising Professionals. I want to make managing your finances as easy as possible for you. Charitable Organizations & Not-for-Profit. We offer a dedicated department with over 135 experienced trust officers to support advisors and their clients. My experience in the financial industry started in 1980. For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678. Trust Services available through BOK Financial and Member Trust Company. 888-957-6678. We look forward to helping you protect and manage your wealth. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. As one of the largest and most well-established North American specialty asset managers, we benefit our clients by expertly handling the complex and time-consuming responsibilities of mineral and land management. Our Family of Brands BOK Financial Corporation has a long-time commitment to serving customers and communities throughout the United States. VP, National Sales Manager They remember all of their customers and try to keep the small-bank feel. Outside Kansas: (800) 723-8365, Fiduciary Services: BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. Rosemary Hueser. Find Your Future at BOK Financial. As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset – the relationship you have with your clients. NMLS #520810. It was a quick and easy tranaction. Our focus is on you and building proactive, responsive partnerships that help you succeed. Wichita, Kan.: (316) 684-2121 Phoenix. Trustee Services When corporations and municipalities access the capital markets, they may need a partner to help navigate the regulatory requirements. Get reviews, hours, directions, coupons and more for Bok Financial at 200 N Broadway, Saint Louis, MO 63102. 888-957-6678, Mike Flinn BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC registered investment adviser. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. Whenever possible, BOKF works to promote internal mobility and offer career growth opportunities for our employees. Insurance services offered in California and New York under BOSC Insurance Services. Highly recommended." Lead and coordinate national business develop efforts for BOK's Advisor Trust Services (ATS) team. Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions. BOK Financial is proud to serve the Frisco area by investing in the lending needs of our neighbors, supporting the local economy and assisting small businesses working toward growth and operation goals. We can serve as the trustee, co-trustee or agent for the trustee. About us BOK Financial Corporation is a $46 billion regional financial services company headquartered in Tulsa, Oklahoma with $79 billion in assets under management and administration. Take confidence in detail-oriented, face-to-face communication to help you establish your legacy. Expect dependable administration of trusts, including distributions to beneficiaries, tax filings, bill paying and detailed financial records. BOK Financial - Advisor Trust Services. 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