William Kyle Brownlee

Current Employers

Employment History

• 05/1999 → Present
  Wymer And Associates
  Fairview, OK
• 08/1999 → 09/2025
  Avantax Investment Services, Inc.
  Enid, OK
• 10/2005 → 09/2025
  Avantax Advisory Services
  Enid, OK
• 04/2009 → Present
  Colonial Surety
  Montvale, NJ
• 01/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Enid, OK
• 08/2019 → Present
  Forum Partners Llc
  Norman, OK
• 08/2024 → Present
  16328 Muirfield, Llc
  Edmond, OK
• 01/2025 → Present
  Wb Insurance, Llc Dba Counsel Insurance Group, Llc
  Edmond, OK
• 05/2025 → Present
  Eia
  Enid, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Enid, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-09-06 → 2025-09-05
  Avantax Advisory Services
  Fairview, OK
  Tulsa, OK
  Enid, OK
  Fairview, OK
  Oklahoma City, OK
  Bartlesville, OK
  Enid, OK
  Edmond, OK

Other Businesses

1) Colonial Surety~'NIR'~50 Chestnut Ridge Road~Montvale~NJ~07645~Independent Insurance Agent~Insurance Sales Agent~4/1/2009~1hrs~0hrs~fidelity bonds/fiduciary insurance sales 2) ROSINE REAY TRUST; POSITION: Trustee NATURE: Fiduciary Appointment INV RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 08/15/2019 ADDR: 201 N. Grand, Suite 100, Enid OK 73701, United States DESC: Trust administration 3) RED CEDAR WAY INVESTMENTS LLC POS: Owner NATURE: Rental property in Florida INV RELATED: Yes # OF HRS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2021 ADDR: 201 N. Grand, Suite 100, Enid OK 73701, United States DESC: Pay bills for home, oversee the management of the rentals, and coordinate caretakers of the property. 4) ONE TEN DOWNTOWN LLC POS: Member NATURE: Rental property owner/management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDR: 110 N Independence, Enid OK 73701, United States DESC: financial (if needed) 5) BROWNLEE FINANCIAL SERVICES POS: CEO, Shareholder NATURE: Brownlee Financial Services is the registered entity that serves as the financial advisory part of our company. I am notemployed by Brownlee Financial Services, but all revenue generated by our investment firm flows through there andpays the operating costs for our parent company, WBTFM. Brownlee Financial Services will use the DBA - WymerBrownlee Wealth Strategies as it's client facing brand. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2008 ADDR: 110 N Independence, Enid OK 73701, United States DESC: I am a shareholder of Brownlee Financial Services. I am also the CEO and a Wealth Advisor for the firm. I spend my day working with the top client relationships and leading the firm's leadership team. 6) KB INVESTMENTS LLC POS: Owner NATURE: Entity that owns shares of oil and gas wells. INV RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 04/07/2021 ADDR: 110 N Independence, Enid OK 73701, United States DESC: I have no management of the wells, just oversee the investments within the entity, meaning it is my final decision on what leases, wells, or other purchases the company makes. 7) WYMER & BROWNLEE INVESTMENTS, LLC POS: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INV RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 01/01/2002 ADDR: 110 N Independence, Enid OK 73701, United States DESC: manage the commercial properties our offices occupy 8) 16328 MUIRFIELD, LLC POSITION: Member NATURE: This new entity owns the commercial building we now occupy for our Oklahoma City office. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2024 ADDRESS: 16328 Muirfield Place, Edmond OK 73013, United States DESCRIPTION: Manage the building for our firm needs. 9) WB INSURANCE, LLC DBA COUNSEL INSURANCE GROUP, LLC POSITION: Member NATURE: Property and casualty insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 16328 Muirfield Place, Edmond OK 73013, United States DESCRIPTION: Shareholder. No daily responsibilities. 10) Wymer Brownlee Wealth Strategies Investment Division; DBA; NIR: 01/01/2018; Wymer Brownlee Wealth Strategies 11) Wymer Brownlee Wealth Strategies; DBA; NIR;01/01/2018; Wymer Brownlee Wealth Strategies Investment Division 12) Wymer Brownlee Tax & Financial Management, Inc.; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 2; 05/17/1999; 110 N Independence Enid OK 73701; CEO, Tax preparation, client meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-17
• S63 Uniform Securities Agent State Law Examination
  1999-08-20

Other Names

• W Kyle Brownlee