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Michael P. Lukchis
CAVANAL HILL INVESTMENT MANAGEMENT
Tulsa, OK 74172-0172
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CRD#: 4989618
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Professional summary
Michael P Lukchis is a registered financial advisor currently at CAVANAL HILL INVESTMENT MANAGEMENT, INC. located in Tulsa, Oklahoma and CAVANAL HILL DISTRIBUTORS, INC, located in Tulsa, Oklahoma.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name: BOK Financial Address: One Williams Center, 15th Floor, Tulsa OK 74172 Inv rel: Y Start: 05/2017 Position: VP, External Wholesaler Nature of OBA: Financial Institution Hrs/mo: less than 2 Hrs/mo trade: less than 2 Description of duties: Maintains the requisite title of Vice President with BOK Financial, the parent company of Cavanal Hill Distributors. On occasion may receive some compensation for business referrals to BOK Financial affiliates. Generally accounts for less than 5% of total compensation and time in any given year.
CRS (Client Relationship Summary) - RIA
Click below to view Michael P Lukchis's 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®
NoneExperience
Current
May 1, 2017 - Present
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Office #1: One Williams Center 15th Floor, Tulsa, OK 74172-0172RIA
CRD#: 110774
Tulsa, OK
Current
May 12, 2017 - Present
CAVANAL HILL DISTRIBUTORS, INC,
Office #1: One Williams Center 15th Floor, Tulsa, OK 74172BD
CRD#: 175445
Tulsa, OK
Past
September 23, 2015 - September 27, 2016
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
DENVER, CO
Past
September 26, 2012 - June 18, 2015
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
February 14, 2011 - September 5, 2012
PIMCO INVESTMENTS LLC
BD
CRD#: 154957
NEW YORK, NY
Past
November 29, 2006 - August 17, 2007
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC
RIA
CRD#: 108057
STAMFORD, CT
Past
November 6, 2006 - February 14, 2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
BD
CRD#: 25567
NEW YORK, NY
Past
November 3, 2005 - May 24, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
DANBURY, CT
Past
October 5, 2005 - May 24, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
DANBURY, CT
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".
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
Registered Investment Advisory firm - (4/19/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/13/2021)
IAR
Alabama(5/13/2021)
RR
Arkansas(5/13/2021)
IAR
Arkansas(5/18/2021)
IAR
Florida(5/12/2017)
RR
Florida(6/28/2017)
RR
Georgia(5/16/2017)
IAR
Georgia(5/23/2017)
RR
Louisiana(5/13/2021)
IAR
Louisiana(5/17/2021)
RR
Maryland(8/20/2019)
IAR
Maryland(8/21/2019)
RR
Mississippi(5/13/2021)
IAR
Mississippi(5/14/2021)
RR
North Carolina(8/20/2019)
IAR
North Carolina(8/27/2019)
IAR
Oklahoma(5/1/2017)
RR
Oklahoma(5/12/2017)
RR
South Carolina(8/20/2019)
IAR
South Carolina(8/21/2019)
RR
Virginia(8/20/2019)
IAR
Virginia(8/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
AXIA INVESTMENT MANAGEMENT, INC. | INVESTMENT CONCEPTS, INC. | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | BOK INVESTMENT ADVISERS, INC. | AXIA INVESTMENT MANAGMENT, INC.
CRD#: 110774 / SEC#: 801-60138
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Williams Center 15th Floor, Tulsa, OK 74172-0172
Mailing Address
6242 E. 41st St. So, Tulsa, OK 74135
Phone number
(800) 958-2942
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,326 |
| AUM (Assets Under Management) | $ 14,223,562,597 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2025 | ||
| 12/18/2024 | ||
| 08/25/2023 | ||
| 09/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CRD#: 110774Tulsa, OK 74172-0172TRUST BUT VERIFY
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