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MK

Melissa M. Kirtley

Some features on this profile are disabled
CRD#: 3006670
MK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Melissa Miteff Kirtley, who also goes by Melissa Ann Miteff, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 2001. Melissa had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa Ann Miteff

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.
JBK ENERGY, LP - ENTITY TO MAKE INVESTMENT IN OIL AND GAS COMPANY, ZERO HRS/MO. 6800 RIVERDALE DR., FT. WORTH, TX 76132.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 3, 2019 - January 4, 2021

BOK FINANCIAL PRIVATE WEALTH, INC.

RIA
CRD#: 106733
FORT WORTH, TX
Past

April 8, 2009 - January 2, 2024

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
Fort Worth, TX
Past

April 8, 2009 - January 2, 2024

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
Fort Worth, TX
Past

March 23, 2007 - March 23, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
FT. WORTH, TX
Past

March 23, 2007 - March 23, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
FT. WORTH, TX
Past

January 2, 2003 - April 2, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
FT. WORTH, TX
Past

April 16, 2001 - April 2, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
FT. WORTH, TX

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".
BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH

CRD#: 106733 / SEC#: 801-51401

RIA
Registered Investment Advisory firm - (3/6/1996 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/22/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/21/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC. | THE MILESTONE GROUP, INC. | MILESTONE WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT AND RESEARCH | MILESTONE GROUP INC | MILESTONE CAPITAL PARTNERS | MILESTONE CAPITAL MANAGEMENT | MILESTONE ASSET MANAGEMENT | COBIZ WEALTH

CRD#: 106733 / SEC#: 801-51401

RIA
Registered Investment Advisory firm - (3/6/1996 Approved)
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Contact information

Main Address
1600 Broadway 4th Floor, Denver, CO 80202
Mailing Address
Phone number
(303) 539-0100
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOK FINANCIAL PRIVATE WEALTH, INC., FORM ADV PART 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts2,179
AUM (Assets Under Management)$ 3,185,223,176

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
Report
12/18/2024
Cover Page
Report
08/25/2023
Cover Page
Report
09/26/2022
Cover Page
Report

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.

Company Information

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD#: 106733

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