Mike Bolar

Chief Investment Officer at Stoker Ostler Wealth Advisors, Inc.

Finance

Consumer Services

Mike Bolar active positions

Companies	Position	Start	End
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.	Chief Investment Officer	2003-03-31	-
	Investment Committee Member	2003-03-31	-
	Portfolio Manager-Equities	2003-03-31	-

Wichita State University

Undergraduate Degree

International

United States

Operational

Chief Investment Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectoral

Finance	2
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Private companies	1
Stoker Ostler Wealth Advisors, Inc. Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.	Finance

Private companies

Finance