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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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. ?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-17 |
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