BOK Financial Advisors logo

Katie Iwata

Let's Connect

T918-588-6856 katie.iwata@bokf.com
One Williams Center, 10th Floor
Tulsa, Oklahoma 74172 Check the background of this investment professional on FINRA’s BrokerCheck Schedule an appointment

Katie brings over a decade of experience in the financial industry and leverages all the knowledge and expertise BOK Financial offers. She believes in a problem-solving approach to help clients craft customized retirement and wealth management plans that help prepare them for the unexpected and effectively plan for the future.

She holds a bachelor of arts degree in journalism from Oklahoma State University in Stillwater, Oklahoma.

In her free time, she loves to practice yoga, watch live music, and spend time outdoors with her three daughters. She is also a Monte Cassino Parent Teacher Organization member and volunteers with Junior Achievement to deliver financial education to younger generations.

Katie wants her clients to know she is passionate about providing holistic advice, whether they are growing their wealth or preparing for retirement.

Katie Iwata

Katie Iwata

Senior Financial Advisor CRD#: 5917711 BOK Financial Advisors Logo

BrokerCheck: Check the background of this firm on FINRA's BrokerCheck

   

Client Relationship Summary: Learn more about the services we provide to retail investors.

Articles and Resources

Personal and Business Accounts

Log in to a different personal or business account

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.