Vaughn Frank Holcer

Current Employers

Employment History

• 12/1993 → 09/2025
  Avantax Investment Services, Inc.
  Oklahoma City, OK
• 05/1997 → 09/2025
  Avantax Advisory Services
  Oklahoma City, OK
• 09/2011 → Present
  Wymer Brownlee
  Yukon, OK
• 05/2019 → 12/2019
  Fiduciary Appointment
  Burneyville, OK
• 08/2019 → Present
  Fiduciary Appointment
  Burneyville, OK
• 08/2019 → 12/2019
  Fiduciary Appointment
  Burneyville, OK
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Burneyville, OK
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1995-06-20 → 2025-09-05
  Avantax Advisory Services
  Oklahoma City, OK
  Oklahoma City, OK
  Burneyville, OK

Other Businesses

1) Fiduciary Appointment-Trustee~512 NW 41st~Oklahoma City~OK~73118~3/4/2014~1hrs~0hrs~Process the annual premium payments. 2) Comprehensive Family Financial Ser~10936 N W Expressway~Yukon~OK~73099~Independent Insurance Agent~Owner/Sole Proprietor~1/16/2003~10hrs~10hrs~ Presentation of insurance products. 3) Falconhead Mens Golf Association~113 Falconhead Drive~Burneyville~OK~73430~Other~Other~1/1/2018~3hrs~0hrs~Treasurer: Prepare reports of proceeds & expenses & Sign Checks. 4) Fiduciary Appointment-Trustee~260 Golf Club Drive~Burneyville~OK~73430~8/11/2019~5 to 10hrs~5 to 10hrs~Assign assets to the trust, work with the advisor going forward on the investments. 5) FALCONHEAD PROPERTY OWNERS ASSOCIATION, INC; Treasurer: Maintaining all roads, common areas including the golf course and security gate. NIR; 5hrs; 2hrs; 05/01/2021;113 Falconhead Drive, Burneyville OK 73430; Assist with the books and records. Present financial statements. Counter sign checks written by the office personnel when President is unavailable. 6) BLAKE WILEY PALMER IRREVOCABLE FAMILY TRUST; Trustee: To receive the proceeds from the life insurance policy that was owned by Trust. NIR; HRS 5; HRS 1; 07/26/2022; 13900 N Portland, Suite 210, Oklahoma City OK 73134; I will be responsible for managing the distribution of the assets per the direction of the trust documents to the surviving spouse and children of the deceased or for their benefit. 7) Independent Insurance Agent; ; Independent Insurance Agent; IR; HRS 10; HRS 10; 01/16/2003; 10936 N W Expressway OK 73099; complete company name is -- Comprehensive Family Financial Services. Presentation of insurance products 8) Rental Property; Pay annual premium payments; NIR; HRS 0; HRS 0; 02/02/2012; 10936 NW Expressway OK 73099; Pay annual premium payments 9) Operational and or Marketing name for Avantax Investment Services; Process the annual premium payments; NIR; INV RELATED HRS 0; HRS 0; START DATE: 03/04/2014; ADDR: 512 NW 41st, OK 73118; Process the annual premium payments 10) Brand identity for my Cincinnati Life outside business activity. Not compensated for this, it's a local brand identity activity; Assign assets to the trust, work with the advisor going forward on the investments; IR; HRS 10; HRS 0; 08/11/2019; 260 Golf Club Drive, OK 73430; Assign assets to the trust, work with the advisor going forward on the investments 11) This is just a DBA for St. John Financial Group. DBA; Assign assets to the trust, work with the advisor going forward on the investments; NIR; HRS 10; HRS 0; 08/11/2019; 260 Golf Club Drive, OK 73430; Assign assets to the trust, work with the advisor going forward on the investments

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-24
• S63 Uniform Securities Agent State Law Examination
  1994-02-07

Other Names

• Vaughn Frank Holcer