CRD: 111320
Stoker Ostler, A Part OF BMO Financial Group
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-1997
- Office Locations
- 2
Office Locations
About Stoker Ostler, A Part OF BMO Financial Group
Stoker Ostler (part of BMO Financial Group) provides wealth planning and investment management for individuals and families navigating major life transitions—career changes, retirement, inheritance, healthcare costs, and estate transitions. The practice emphasizes risk management and portfolio construction with ETF-heavy allocations, and hosts Women & Wealth seminars focused on life’s transitions.
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Client Personas
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Investment Vehicles
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Owner & Executives
MICHAEL SCOTT BOLAR
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #1724625
- Ownership
- Less than 5%
CHARLES M CASSINELLI
Managing Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CODY RENE AMIS
Relationship Manager
- CRD
- #4552268
JUSTIN BOXLEITNER BOBUS
Financial Planner
- CRD
- #6111250
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,553,892,357 | $724,693 |
| Non-Discretionary | $115,867,836 | $442,244 |
| Total | $3,669,760,193 | $710,368 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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