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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • OK RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2014 → Present
    Wymer Brownlee
    Enid, OK
  • 08/2014 → 09/2025
    Avantax Investment Services, Inc.
    Tulsa, OK
  • 08/2010 → Present
    Oklahoma State University
    Stillwater, OK
  • 02/2016 → 11/2021
    Wymer Brownlee Mansfield
    Enid, OK
  • 11/2016 → 09/2025
    Avantax Advisory Services
    Tulsa, OK
  • 06/2019 → 09/2025
    Avantax Insurance Agency, Llc
    Tulsa, OK
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Tulsa, OK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-11-23 → 2025-09-05
    Avantax Advisory Services
    Enid, OK
    Oklahoma City, OK
    Bartlesville, OK
    Tulsa, OK
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-15
  • S66 Uniform Combined State Law Examination
    2016-01-15

View on SEC IAPD

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