Best Investors Account Sign in
Current Employers
Stoker Ostler, A Part Of Bmo Financial Group

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-25
AZ RA APPROVED 2013-11-20
UT RA APPROVED 2013-08-29
  • TX RA
    APPROVED_RES
    Since 2025-06-25
  • AZ RA
    APPROVED
    Since 2013-11-20
  • UT RA
    APPROVED
    Since 2013-08-29

Branch Locations

170 South Main Street, Salt Lake City, UT 84101 • United States

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stoker Ostler Wealth Advisors, Inc. Salt Lake City UT 04/2010 Present
  • 04/2010 → Present
    Stoker Ostler Wealth Advisors, Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-29
  • S65 Uniform Investment Adviser Law Examination
    2013-08-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor