BOK Financial controversies
Controversies tied to this brand in public sources. A listing is not a finding of fault.
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2026
BOK Financial sues former advisers and Cerity Partners
Lawsuit filed
BOK Financial Private Wealth filed suit in Arizona federal court against two former employees, their spouses, and Cerity Partners. The complaint alleges client solicitation and breaches of employment agreements and client-information protections. The filing concerns the former employees' move to Cerity Partners.
BOK Financial Private Wealth sued two former employees, their spouses, and Cerity Partners in Arizona federal court, alleging client solicitation and breaches of employment agreements and client-information protections.
Source excerpt
A Colorado-based private wealth firm is suing two of its former employees and Cerity Partners, alleging that the duo solicited clients and took client information in breach of their employment contracts.
In the suit filed in Arizona federal court, BOK Financial Private Wealth sued former advisor (and president) Eric Holt and former client service manager Ashleigh Zielinski (and their spouses), as well as Cerity.