Michael S. Bolar

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Scottsdale, AZ 85251

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CRD#: 1724625

Professional summary

Michael Scott Bolar, CFA, CFP®, who also goes by Mike Scott Bolar, is a registered financial advisor currently at STOKER OSTLER, A PART OF BMO FINANCIAL GROUP located in Scottsdale, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Scott Bolar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Bolar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 16, 2003 - Present

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Office #1: 4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

RIA

CRD#: 111320

Scottsdale, AZ

Past

January 23, 2001 - June 30, 2003

ALLSPRING GLOBAL INVESTMENTS, LLC

RIA

CRD#: 104973

PHOENIX, AZ

Past

November 4, 1987 - April 22, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/16/2003)

IAR

Texas
(6/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 Approved)

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Contact information

Main Address

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 890-8088

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STOKER OSTLER WEALTH ADVISORS INC FROM ADV PART 2A OCTOBER 2025 (10/20/2025)

Regulatory assets under management

Total Number of Accounts	4,732
AUM (Assets Under Management)	$ 3,100,176,318

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Bolar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Bolar's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

ALLSPRING GLOBAL INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1993

Series 63

Date: 10/16/1987

Series 7

Date: 9/19/1987

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

TRUST BUT VERIFY

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