Charles James Lipps

Current Employers

Employment History

• 07/2005 → Present
  W. Brownlee
  Enid, OK
• 08/2005 → 09/2025
  Avantax Investment Services, Inc.
  Enid, OK
• 01/2009 → 09/2025
  Avantax Advisory Services
  Endid, OK
• 08/2005 → Present
  Wymer Brownlee Tax & Financial Mana
  Enid, OK
• 09/2022 → Present
  City Of Fairview Oklahoma
  Fairview, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Enid, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Settlers Brewing Co.
  Enid, OK

Previous Registrations

• 2009-01-02 → 2025-09-05
  Avantax Advisory Services
  Fairview, OK
  Oklahoma City, OK
  Enid, OK
  Enid, OK

Other Businesses

1) Wymer Brownlee Tax & Financial Mana 110 N. Independence~Enid~OK~73701~Tax Preparation/Accounting~Employee~8/1/2005~1hrs~1hrs~Assist with tax preparation as needed.| 2) CITY OF FAIRVIEW OKLAHOMA POSITION: City Councilperson/Vice Mayor NATURE: Attend city council meetings and participate in decisions with regard to budget, expenses, ordinances, zoning, purchases, sales, etc. of municipal affairs. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2022 ADDRESS: 123 S. 6th Ave, Fairview OK 73737, United States DESCRIPTION: See Item 4. Also as Vice Mayor I am authorized to sign checks on behalf of the city for approved expenditures. Each check requires 3 signatures-I am approved as one of those 3.I confirm my understanding that I am not able to participate or vote regarding raising capital and will recuse myself from any such matter. 3) Wymer Brownlee Wealth Strategies Investment Division; DBA; NIR; 01/01/2018; Wymer Brownlee Wealth Strategies Investment Division; 4) NAME OF OTHER BUSINESS: SETTLERS BREWING CO.; INVESTMENT RELATED: NO; ADDRESS: 202 E. RANDOLPH, ENID, OK 73701; NATURE OF BUSINESS: BREWING COMPANY; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATE A TAPROOM INCLUDING BREWING BEER AND OCCASIONALLY BARTENDING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-23
• S63 Uniform Securities Agent State Law Examination
  2005-08-17

Other Names

• Charles James Lipps
• Charles Lipps