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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
2100 S Utica Avenue Suite #204, Tulsa, OK 74104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wymer Brownlee | Enid | OK | 05/2014 | Present |
| Avantax Investment Services, Inc. | Tulsa | OK | 08/2014 | 09/2025 |
| Oklahoma State University | Stillwater | OK | 08/2010 | Present |
| Wymer Brownlee Mansfield | Enid | OK | 02/2016 | 11/2021 |
| Avantax Advisory Services | Tulsa | OK | 11/2016 | 09/2025 |
| Avantax Insurance Agency, Llc | Tulsa | OK | 06/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Tulsa | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Wymer Brownlee 201 N. Grand, Suite 100~Enid~OK~73701 5/1/2014~160hrs~120hrs~Provide sales and administrative support to the office 2) JAMES PROPERTY MANAGEMENT POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: 2 hr per month maintenance. Call the handyman when something has gone wrong with the property. Pay the monthly mortgage "autopay." Pay the lawn guys "autopay" 3) BROWNLEE FINANCIAL SERVICES POSITION: Wealth Advisor and 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: 200 SECURITIES TRADING HOURS: 130 START DATE: 11/16/2015 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: I am a shareholder of Brownlee Financial Services. I am also a Wealth Advisor. Daily, I advise clients on how to achieve their financial objectives via a host of different resources.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-15 |
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