Phil M. Stoker
Founder at K2 Energy Solutions, Inc.
Profile
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.
Phil M. Stoker active positions
| Companies | Position | Start |
|---|---|---|
K2 Energy Solutions, Inc.
 K2 Energy Solutions, Inc. Electrical ProductsProducer Manufacturing K2 Energy Solutions, Inc. makes and sells rechargeable battery systems. It offers cell batteries, battery packs, complete systems and slim form factor. The company was founded by Stewart G. Graham, James D. Hodge, Gary K. Stoker, Donn Nimmer, Philip Mark Stoker, Donn Nimmer and Johnnie M. Stoker in 2006 and is headquartered in Henderson, NV. | Founder | 31/12/2005 |
Former positions of Phil M. Stoker
| Companies | Position | 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. | Founder | 31/10/2013 |
Harris Bank
 Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Corporate Officer/Principal | - |
Training of Phil M. Stoker
| Brigham Young University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
K2 Energy Solutions, Inc.
K2 Energy Solutions, Inc. Electrical ProductsProducer Manufacturing K2 Energy Solutions, Inc. makes and sells rechargeable battery systems. It offers cell batteries, battery packs, complete systems and slim form factor. The company was founded by Stewart G. Graham, James D. Hodge, Gary K. Stoker, Donn Nimmer, Philip Mark Stoker, Donn Nimmer and Johnnie M. Stoker in 2006 and is headquartered in Henderson, NV. | Producer Manufacturing |
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