WB
William K. Brownlee
CETERA INVESTMENT ADVISERS LLC
FAIRVIEW, OK 73737
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CRD#: 3254746
WB
Professional summary
William Kyle Brownlee, who also goes by W Kyle Brownlee, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fairview, Oklahoma and CETERA WEALTH SERVICES, LLC located in Enid, Oklahoma.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
W Kyle Brownlee
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Colonial Surety~'NIR'~50 Chestnut Ridge Road~Montvale~NJ~07645~Independent Insurance Agent~Insurance Sales Agent~4/1/2009~1hrs~0hrs~fidelity bonds/fiduciary insurance sales 2) ROSINE REAY TRUST; POSITION: Trustee NATURE: Fiduciary Appointment INV RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 08/15/2019 ADDR: 201 N. Grand, Suite 100, Enid OK 73701, United States DESC: Trust administration 3) RED CEDAR WAY INVESTMENTS LLC POS: Owner NATURE: Rental property in Florida INV RELATED: Yes # OF HRS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2021 ADDR: 201 N. Grand, Suite 100, Enid OK 73701, United States DESC: Pay bills for home, oversee the management of the rentals, and coordinate caretakers of the property. 4) ONE TEN DOWNTOWN LLC POS: Member NATURE: Rental property owner/management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDR: 110 N Independence, Enid OK 73701, United States DESC: financial (if needed) 5) BROWNLEE FINANCIAL SERVICES POS: CEO, Shareholder NATURE: Brownlee Financial Services is the registered entity that serves as the financial advisory part of our company. I am notemployed by Brownlee Financial Services, but all revenue generated by our investment firm flows through there andpays the operating costs for our parent company, WBTFM. Brownlee Financial Services will use the DBA - WymerBrownlee Wealth Strategies as it's client facing brand. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2008 ADDR: 110 N Independence, Enid OK 73701, United States DESC: I am a shareholder of Brownlee Financial Services. I am also the CEO and a Wealth Advisor for the firm. I spend my day working with the top client relationships and leading the firm's leadership team. 6) KB INVESTMENTS LLC POS: Owner NATURE: Entity that owns shares of oil and gas wells. INV RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 04/07/2021 ADDR: 110 N Independence, Enid OK 73701, United States DESC: I have no management of the wells, just oversee the investments within the entity, meaning it is my final decision on what leases, wells, or other purchases the company makes. 7) WYMER & BROWNLEE INVESTMENTS, LLC POS: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INV RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 01/01/2002 ADDR: 110 N Independence, Enid OK 73701, United States DESC: manage the commercial properties our offices occupy 8) 16328 MUIRFIELD, LLC POSITION: Member NATURE: This new entity owns the commercial building we now occupy for our Oklahoma City office. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2024 ADDRESS: 16328 Muirfield Place, Edmond OK 73013, United States DESCRIPTION: Manage the building for our firm needs. 9) WB INSURANCE, LLC DBA COUNSEL INSURANCE GROUP, LLC POSITION: Member NATURE: Property and casualty insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 16328 Muirfield Place, Edmond OK 73013, United States DESCRIPTION: Shareholder. No daily responsibilities. 10) Wymer Brownlee Wealth Strategies Investment Division; DBA; NIR: 01/01/2018; Wymer Brownlee Wealth Strategies 11) Wymer Brownlee Wealth Strategies; DBA; NIR;01/01/2018; Wymer Brownlee Wealth Strategies Investment Division 12) Wymer Brownlee Tax & Financial Management, Inc.; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 2; 05/17/1999; 110 N Independence Enid OK 73701; CEO, Tax preparation, client meetings
CRS (Client Relationship Summary) - RIA
Click below to view William Kyle Brownlee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 126 S Main, Fairview, OK 73737Office #2: 126 S. Main, Fairview, OK 73737Office #3: 110 N Independence Enid, Enid, OK 73701Office #4: 3615 Pioneer Drive Suite 2, Bartlesville, OK 74006Office #5: 2100 S Utica Avenue Suite #204, Tulsa, OK 74104Office #6: 16328 Muirfield Place, Edmond, OK 73013RIA
CRD#: 105644
FAIRVIEW, OK
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 110 N Independence, Enid, OK 73701Office #2: 126 S. Main, Fairview, OK 73737Office #3: 3615 Pioneer Drive Suite 2, Bartlesville, OK 74006Office #4: 16328 Muirfield Place, Edmond, OK 73013Office #5: 2100 S. Utica Avenue Suite #204, Tulsa, OK 74114BD
CRD#: 13572
Enid, OK
Past
September 6, 2005 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
FAIRVIEW, OK
Past
August 23, 1999 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Bartlesville, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kansas(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Maryland(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Missouri(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/5/2025)
IAR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fairview, OK 73737TRUST BUT VERIFY
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