Phil M. Stoker

Founder at

K2 Energy Solutions, Inc.

Finance

Consumer Services

Producer Manufacturing

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 Makes and sells rechargeable battery systems	Founder	31/12/2005

All active positions of Phil M. Stoker

Former positions of Phil M. Stoker

Companies	Position	End
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.	Founder	31/10/2013
Harris Bank Harris Bank Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Training of Phil M. Stoker

Experiences
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Private companies

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Linked companies

Private companies	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