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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
13900 N Portland Suite 101, Oklahoma City, OK 73134 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-16 |
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