Neal Howard Freeman

Current Employers

Employment History

• 01/2019 → 09/2025
  Avantax Investment Services, Inc.
  Enid, OK
• 06/2017 → 12/2018
  Oklahoma State University Payroll Services
  Stillwater, OK
• 01/2019 → Present
  Wymer Brownlee Wealth Strategies
  Oklahoma City, OK
• 08/2015 → 12/2018
  Oklahoma State University
  Stillwater, OK
• 06/2024 → Present
  Freeman Family Trust
  Laverne, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Enid, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-11-11 → 2025-09-05
  Avantax Advisory Services
  Enid, OK
  Dallas, TX
  Edmond, OK
  Enid, OK
  Yukon, OK

Other Businesses

1) Wymer Brownlee Wealth Strategies~'NIR'~13900 N Portland Suite 210~Oklahoma City~OK~73134~Accounting Services/Tax Preparation~Employee~1/2/2019~160hrs~130hrs~Process paperwork for clients. Process distributions, contributions, new paperwork, and any other paperwork needed.| 2) FREEMAN FAMILY TRUST POSITION: Trustee NATURE: The Freeman Family Trust contains special needs language to protect the grantors in an event they need to receive Medicaid benefits. The trust provisions provide all trust property is to be used for the benefit of Dwight & Georgia Freeman. I serve as the initial trustee of the trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 811 S County Line Rd, Laverne OK 73848, United States DESCRIPTION: I have limited duties & responsibilities as it stands today. My main duties are the following:1. Amendments to the trust, if needed.2. Distribute income / principal to pay expenses3. Responsible for filing taxes, when needed.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-04

Designations