RF
Ryan M. Flippo
BOK FINANCIAL SECURITIES
Tulsa, OK 74172
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CRD#: 5711110
RF
Professional summary
Ryan Michael Flippo is a registered financial advisor currently at BOK FINANCIAL SECURITIES, INC. located in Tulsa, Oklahoma and CAVANAL HILL INVESTMENT MANAGEMENT, INC. located in Tulsa, Oklahoma.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ryan has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Flippo'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
January 8, 2018 - Present
BOK FINANCIAL SECURITIES, INC.
Office #1: One Williams Center, Tulsa, OK 74172RIA
BD
CRD#: 17530
Tulsa, OK
Current
June 16, 2025 - Present
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
Office #1: One Williams Center 15th Floor, Tulsa, OK 74172RIA
CRD#: 110774
TULSA, OK
Current
June 16, 2025 - Present
BOK FINANCIAL PRIVATE WEALTH, INC.
Office #1: One Williams Center 15th Floor, Tulsa, OK 74172RIA
CRD#: 106733
TULSA, OK
Current
July 11, 2016 - Present
BOK FINANCIAL SECURITIES, INC.
Office #1: One Williams Center, Tulsa, OK 74172RIA
BD
CRD#: 17530
Tulsa, OK
Past
August 31, 2012 - July 11, 2016
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
TULSA, OK
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
IAR
California(6/17/2025)
IAR
Colorado(6/17/2025)
IAR
Connecticut(6/17/2025)
IAR
Delaware(6/18/2025)
IAR
Idaho(6/17/2025)
IAR
Illinois(6/17/2025)
IAR
Kansas(6/16/2025)
IAR
Louisiana(6/17/2025)
IAR
Michigan(6/18/2025)
IAR
Missouri(6/17/2025)
IAR
Nebraska(6/25/2025)
IAR
New Hampshire(6/18/2025)
IAR
New Jersey(6/17/2025)
IAR
New Mexico(6/17/2025)
IAR
North Carolina(6/18/2025)
IAR
Ohio(6/20/2025)
RR
Oklahoma(7/11/2016)
IAR
Oklahoma(1/8/2018)
IAR
Pennsylvania(6/17/2025)
IAR
Texas(6/17/2025)
IAR
Utah(6/17/2025)
IAR
Vermont(6/17/2025)
IAR
Virginia(6/17/2025)
IAR
Washington(6/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 4/19/2019
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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 74172TRUST BUT VERIFY
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