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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • OK RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

13900 N Portland Suite 101, Oklahoma City, OK 73134 • United States

Edmond, OK • United States

110 N Independence, Enid, OK 73701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Enid OK 10/2010 09/2025
Wymer Brownlee Enid OK 10/2010 Present
Avantax Insurance Agency, Inc. Enid OK 12/2014 09/2025
Avantax Advisory Services, Inc. Enid OK 08/2012 09/2025
16328 Muirfiled Llc Edmond OK 08/2024 Present
Cetera Wealth Services, Llc Enid OK 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 10/2010 → 09/2025
    Avantax Investment Services, Inc.
    Enid, OK
  • 10/2010 → Present
    Wymer Brownlee
    Enid, OK
  • 12/2014 → 09/2025
    Avantax Insurance Agency, Inc.
    Enid, OK
  • 08/2012 → 09/2025
    Avantax Advisory Services, Inc.
    Enid, OK
  • 08/2024 → Present
    16328 Muirfiled Llc
    Edmond, OK
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Enid, OK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2012-08-31 → 2025-09-05
    Avantax Advisory Services
    Enid, OK
    Enid, OK
    Oklahoma City, OK
    Enid, OK
    Dallas, TX
    Edmond, OK
Other Businesses

1) Wymer Brownlee 110 N. Independence Enid OK 73701 Tax Preparation/Accounting Sales Associate/Executive 10/1/2010 160hrs~120hrs Assist with daily activites| 2) OKLAHOMA SPORTS HALL OF FAME POSITION: Executive Counsel NATURE: Non Compensated Board Member and Volunteer - 20-30 hours/year. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 20 South Mickey Mantle Drive, Oklahoma City OK 73104, DESCRIPTION: Non Compensated Board Member and Volunteer - 20-30 hours/year. 3) BROWNLEE FINANCIAL SERVICES POSITION: 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: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/20/2010 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: I am a shareholder of Brownlee Financial Services. I am a Wealth Advisor. Daily, I meet with clients, attract new business, work on construction and management of our model portfolios. 4) PAYCOM JIM THORPE AWARD POSITION: Voting Member NATURE: Voting Member for the best defensive back in College Football INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 20 S Mickey Mantle Drive, Oklahoma City OK 73104, United States DESCRIPTION: Research Stats and watch games of college footballs top defensive backs and vote on the award winner. 5) 16328 MUIRFILED LLC POSITION: Shareholder NATURE: I own 10% of a building that Wymer Brownlee Wealth Strategies and a few other Tenants pay rent to. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 16328 Muirfield Place, Edmond OK 73013, United States DESCRIPTION: I am partially responsible for cashflow for the mortgage, building improvements, etc as an owner of the building. 6)Wymer Brownlee Wealth Strategies; DBA; NIR; 01/01/201 ; Wymer Brownlee Wealth Strategies

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-19
S63 Uniform Securities Agent State Law Examination 2012-01-16
  • S65 Uniform Investment Adviser Law Examination
    2012-08-19
  • S63 Uniform Securities Agent State Law Examination
    2012-01-16

View on SEC IAPD

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