![Phil M. Stoker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Phil M. Stoker
Fondateur chez
K2 Energy Solutions, Inc.
Profil
Phil M.
Stoker is the founder.
He founded Stoker Ostler Wealth Advisors, Inc. in 1997, where he held the title of Managing Director from 1997 to 2013.
He also founded K2 Energy Solutions, Inc. in 2006, where he currently holds the title of Director & Vice President-Operations.
Mr. Stoker's former job was at Harris Bank, where he held the title of Principal.
He received his undergraduate degree and MBA from Brigham Young University.
Postes actifs de Phil M. Stoker
| Sociétés | Poste | Début |
|---|---|---|
K2 Energy Solutions, Inc.
 K2 Energy Solutions, Inc. Electrical ProductsProducer Manufacturing Makes and sells rechargeable battery systems | Fondateur | 01/01/2006 |
Anciens postes connus de Phil M. Stoker
| Sociétés | Poste | Fin |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Fondateur | 01/11/2013 |
Harris Bank
 Harris Bank Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formation de Phil M. Stoker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
26
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Finance |
Harris Bank
Harris Bank Major BanksFinance Provides commercial banking services | Finance |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
K2 Energy Solutions, Inc.
K2 Energy Solutions, Inc. Electrical ProductsProducer Manufacturing Makes and sells rechargeable battery systems | Producer Manufacturing |
