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Clay Bebermeyer

Advisor at Mass Mutual Investors Services — Enid, OK

Updated today

Credentials

Series 65, Series 63

Experience

7 years

Location

Enid, OK

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,220 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Clay Bebermeyer is a financial advisor with MassMutual Investors Services in Enid, Oklahoma, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company and its affiliates from 2019 to 2025. Clay also operates as an insurance broker with Bluecrest Financial Alliances, focusing on life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements that use firm-approved software tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Enid, OK

Enid OK

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

7 years of industry experience

MML Investors Services, LLC

2025 - Present • 1 year

Oklahoma City, OK

MassMutual Life Insurance Co

2025 - Present • 1 year

Oklahoma City, OK

Northwestern Mutual Wealth Management Company

2019 - 2025 • 6 years

Milwaukee, WI

Northwestern Mutual Life Insurance Company

2019 - 2025 • 6 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2019 - 2025 • 6 years

Oklahoma City, OK

Iofina Resources

2018 - 2018 • 1 year

Greenwood Village, CO

Primerica

2018 - 2018 • 1 year

Duluth, GA

Whittets Country Store

2010 - 2018 • 8 years

Alva, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Daron R

CFP®, Series 63, Series 65

Enid, OK

Sowell Management

Daron Rudy is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Sowell Management since 2021. He previously worked for 20 years at Stride Bank in Enid, Oklahoma. Outside of his advisory role, Rudy is a non-managing partner in a residential real estate investment vehicle. Sowell Management is a fee-based registered investment adviser that supports over 100 independent contractors, providing investment management and financial planning services to individuals, retirement plans, corporations, and institutions. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and fixed income across discretionary and non-discretionary accounts.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Gary W

Series 63, Series 65

Enid, OK

Belpointe Asset Management LLC

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Cooper T

Series 65

Enid, OK

Sowell Management

Cooper Thornton is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Edward Jones and Northwestern Oklahoma State University. His work background also includes roles outside finance, such as at the City of Enid and Oklahoma Bible Academy. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Joseph A

Series 65

Enid, OK

RedHawk Wealth Advisors, Inc.

Joseph Armstrong III is a financial advisor with RedHawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 designation and eight years of industry experience. He has worked at RedHawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement plan services using a documented due-diligence process and risk monitoring tools, supporting multiple platform arrangements and specialized account types.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Eric B

Series 63, Series 65

Enid, OK

First Command Advisory Services

Eric Brunken is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various advisory and insurance capacities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David M

Series 66

Enid, OK

Cetera

David Morley is a financial advisor with Cetera who holds the Series 66 designation and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Select Wealth Management, where he serves as president, providing tax preparation and consulting services. Outside of advisory work, he is treasurer for the First Baptist Church in Enid, Oklahoma, and serves as CFO of Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through discretionary and non-discretionary programs, supporting diverse investment strategies and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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