This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Current firm class

bank affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 16, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

23derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Oct 16, 1987

First registration

Jan 23, 2001

Dual registered

no

Other names

MIKE SCOTT BOLAR

IAPD individual key

1724625

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0587da89-b210-8912-1e1d-be22ea3336d1

First observed

Jan 23, 2001

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.