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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
  • OK RA
    APPROVED
    Since 2025-09-05

Branch Locations

16328 Muirfield Place, Edmond, OK 73013 • 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 Wealth Strategies Oklahoma City OK 01/2022 10/2022
Cummins Construction Enid OK 06/2017 12/2021
Kmart Enid OK 12/2015 03/2017
Student Enid OK 01/2012 01/2022
Avantax Investment Services Inc. Oklahoma City OK 02/2022 09/2025
Avantax Advisory Services Oklahoma City OK 02/2022 09/2025
Wymer Brownlee Wealth Strategies Oklahoma City OK 01/2022 Present
Cetera Wealth Services, Llc Edmond OK 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2022 → 10/2022
    Wymer Brownlee Wealth Strategies
    Oklahoma City, OK
  • 06/2017 → 12/2021
    Cummins Construction
    Enid, OK
  • 12/2015 → 03/2017
    Kmart
    Enid, OK
  • 01/2012 → 01/2022
    Student
    Enid, OK
  • 02/2022 → 09/2025
    Avantax Investment Services Inc.
    Oklahoma City, OK
  • 02/2022 → 09/2025
    Avantax Advisory Services
    Oklahoma City, OK
  • 01/2022 → Present
    Wymer Brownlee Wealth Strategies
    Oklahoma City, OK
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Edmond, OK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-09-19 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Oklahoma City, OK
    Oklahoma City, OK
Other Businesses

1) WYMER BROWNLEE WEALTH STRATEGIES; POSITION: Client Services Associate NATURE: The entity provides financial services to clients. Such as managing retirement accounts, providing financial advice to clients and assisting them to achieve their financial goals. INVESTMENT RELATED: Yes; 160; 130; 01/04/2022; 13900 Portland Ave, Ste 210, Oklahoma City OK 73134; Open client accounts when needed. Track the progress on paperwork. Provide advisors with paperwork needing signed by clients. Process distributions/contributions when ready. Account maintenance. 2) THE LUKENBAUGH FAMILY TRUST POSITION: Trustee NATURE: The Lukenbaugh 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 Ron & Janet Lukenbaugh. Tyler Wedel & I serve as initial trustees of the trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 2210 Crestwood, Enid OK 73701, 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-17
  • S66 Uniform Combined State Law Examination
    2022-09-17
Designations
Other Names
  • Matthew R Wedel
  • Matthew Wedel

View on SEC IAPD

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