AdFi
KA

Kelly Ann Landen

Investment Adviser Representative at BOK FINANCIAL PRIVATE WEALTH, INC.

Dallas, TXCRD #7582872Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kelly Ann Landen has worked in the securities industry since 2023. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/21/2023
Series 7
General Securities Representative Examination
Passed 2/28/2023
SIE
Securities Industry Essentials Examination
Passed 1/16/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Up to $1,000,0001.00%
Over $1,000,000
Source

BOK Financial Private Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOK FINANCIAL PRIVATE WEALTH, INC.Current
5/28/2025Dallas, TX
BOK FINANCIAL ADVISORSCurrent
5/20/2025Dallas, TX
J.P. MORGAN SECURITIES LLC
3/21/20235/2/2025Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BOK FINANCIAL PRIVATE WEALTH, INC.

Showing 12 of 25 in the directory

View BOK FINANCIAL PRIVATE WEALTH, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Ann Landen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kelly Ann Landen - Financial Advisor in Dallas, TX | AdvisorFinder