Stephen B O'NEill

Current Employers

Employment History

• 06/2004 → 09/2025
  Avantax Investment Services, Inc.
  Enid, OK
• 12/2011 → 09/2025
  Avantax Advisory Services
  Enid, OK
• 06/2019 → Present
  Rental Property
  Enid, OK
• 05/2024 → Present
  Eia
  Enid, OK
• 01/2025 → Present
  Wcre 1227 Magnolia, Llc.
  Ft Worth, TX
• 06/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Enid, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-01-03 → 2025-09-05
  Avantax Advisory Services
  Enid, OK
  Oklahoma City, OK
  Fairview, OK
  Enid, OK
  Enid, OK

Other Businesses

1) Wymer Brownlee Tax & Financial Mana 110 N Independence~Enid~OK~73701~Tax Preparation/Accounting~Employee~1/1/2010~160hrs~130hrs~client services 2) Oklahoma Bible Academy 5913 W Chestnut Ave~Enid~OK~73703~Education~Elected/Appointed Official~12/1/2015~5hrs~0hrs~Assist school leaders in carrying forward our Mission, Vision and Values. 3) BROWNLEE FINANCIAL SERVICESS POSITION: Senior Wealth Advisor, Shareholder NATURE: Brownlee Financial Services is the registered entity that serves as the financial advisory part of our company. I am not employed by Brownlee Financial Services, but all revenue generated by our investment firm flows through there and pays the operating costs for our parent company, WBTFM. Brownlee Financial Services will use the DBA - Wymer Brownlee Wealth Strategies as it's client facing brand. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2007 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: I am a shareholder of Brownlee Financial Services. I am also a Senior Wealth Advisor. Daily, I serve as a Financial Planner for my clients base. 4) DOUBLE DOG INVESTMENTS LLC POSITION: Owner NATURE: Double Dog Investments LLC holds 1 investment property and is currently licensing it as a Short Term Rental in Fayetteville AR. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 819 N Woodlawn Dr, Fayetteville AR 72701, United States DESCRIPTION: I am a 50% owner in the LLC and our 1 property located at 819 N Woodlawn, Fayetteville AR 72701 5) WCRE 1227 MAGNOLIA, LLC. POSITION: Investor NATURE: I invested in a property located at 1227 Magnolia Ft Worth Texas 76104. The investment was through a company Worth CRE, 3750 S University Dr ste 200, Ft Wroth Tx 76109. The total investment was $50,000. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2025 ADDRESS: Worth CRE, Ft Worth TX 76109, United States DESCRIPTION: I have no responsibilities and only serve as an investor. 6)Double Dog Investments LLC; Owner; Double Dog Investments LLC holds 1 investment property and is currently licensing it as a Short Term Rental in Fayetteville AR.; NIR; 0; 06/01/2023; 819 N Woodlawn Dr Fayetteville AR 72701; I am a 50% owner in the LLC and our 1 property located at 819 N Woodlawn, Fayetteville AR 72701

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-07
• S63 Uniform Securities Agent State Law Examination
  2003-11-13

Other Names

• Stephen Bradley O'NEill
• Stephen Humbert O'NEill