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Investment Banking Services

We support our clients with the right combination of underwriting capabilities, distribution network and financial services. Talk with us today.

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Corporate and Public Finance

Acting as a financial advisor or bond underwriter, we provide state and local governments, school districts, Native American entities, colleges and universities, hospitals and special purpose districts with access to the national capital markets. We provide financial services to help municipalities secure the necessary funding for the public improvements desired and needed within the communities we serve.

  • Our investment banking offices are centrally located, enhancing our ability to serve clients within the Southwest and throughout the nation. Our Public Finance division investment bankers are based in:

    • Oklahoma City, Oklahoma
    • Richardson, Texas
    • Houston, Texas

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  • Our commitment to client service, with an emphasis on long-term relationships, is a cornerstone of our success.

  • BOK Financial Securities recently received two National and one Southwest Regional top-10 rankings, and three top-five rankings in Oklahoma and Texas combined.*

Summary of BOK Financial Securities' Sales and Trading Distribution Network

BOK Financial Securities' registered representatives provide investment banking services and distribution of fixed income securities.

Full service and underwriting desk for tax-exempt trading

Contact Mark McGruder to get started today 214-576-0839.

Important Links

Oklahoma Public Finance
Texas Public Finance

* Rankings as published by The Bond Buyer (Feb. 13-14, 2017) using data compiled from Thomson Reuters.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.