Kelly Ann Landen
Investment Adviser Representative at BOK Financial Private Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Ann Landen is an investment adviser representative in Dallas, TX, currently registered with BOK Financial Private Wealth, Inc. and BOK Financial Advisors. They have worked in the securities industry since 2023 and were previously registered with J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jpmorgan Chase BANK NAJan 2023 – May 2025Dallas, TX
- Jpmorgan Securities LLCJan 2023 – May 2025Dallas, TX
- Mckesson CorporationMay 2021 – Apr 2022Dallas, TX
- Goldman SachsJun 2022 – Aug 2022Dallas, TX
- Kelly Landen PRMar 2020 – Aug 2021Dallas, TX
- Bread & Butter Public RelationsJun 2019 – Mar 2020Dallas, TX
- VOLK PROct 2018 – Jun 2019Dallas, TX
- Southern Methodist UniversityAug 2014 – Aug 2018Dallas, TX
- UnemployedSep 2018 – Sep 2018Dallas, TX
- UnemployedMay 2022 – May 2022Dallas, TX
- UnemployedSep 2022 – Dec 2022Dallas, TX
- BOK Financial Securities, Inc.May 2025 – no end date reportedDallas, TX
- BOKF, NAMay 2025 – no end date reportedDallas, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BOK Financial Private Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- Up to $1,000,0001.00%
- Over $1,000,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning, investment management, and specialized financial services including comprehensive financial solutions with ongoing analyses and reporting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Denver, CO
- SEC file number:
- 801-51401
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at BOK Financial Private Wealth, Inc.
Showing 12 of 25 in the directory
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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.
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