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STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

SCOTTSDALE, AZ · CRD 111320 · IAPD ↗ · stokerostler.com · 480-890-8088

$3.67BRegulatory AUM
12Advisory reps
30Employees
0Clients
More than 500Planning clients
0Private funds
39States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — STOKER OSTLER, A PART OF BMO FINANCIAL GROUP grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — STOKER OSTLER, A PART OF BMO FINANCIAL GROUP notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — STOKER OSTLER, A PART OF BMO FINANCIAL GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — STOKER OSTLER, A PART OF BMO FINANCIAL GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — STOKER OSTLER, A PART OF BMO FINANCIAL GROUP notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.