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Ryan Michael Flippo

Investment Adviser Representative at BOK FINANCIAL PRIVATE WEALTH, INC.

Tulsa, OKCRD #5711110Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
22 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 22 states
CaliforniaColoradoConnecticutDelawareIdahoIllinoisKansasLouisianaMichiganMissouriNebraskaNew HampshireNew JerseyNew MexicoNorth CarolinaOhioOklahomaPennsylvaniaUtahVermontVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/21/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 1/18/2013
Series 52
Municipal Securities Representative Examination
Passed 4/19/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/30/2012
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 6/4/2019
Series 24
General Securities Principal Examination
Passed 2/8/2013

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
6/16/2025Tulsa, OK
CAVANAL HILL INVESTMENT MANAGEMENT, INC.Current
6/16/2025Tulsa, OK
BOK FINANCIAL ADVISORSCurrent
1/8/2018Tulsa, OK
MML INVESTORS SERVICES, LLC
8/31/20127/11/2016Tulsa, OK

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Ryan Michael Flippo 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.

Ryan Michael Flippo - Financial Advisor in Tulsa, OK | AdvisorFinder