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Connor Bo Wallace Winters

Advisor at Cetera — Duncan, OK

Updated today

Credentials

Series 66

Experience

1 year

Location

Duncan, OK 73533

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Connor Bo Winters is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked in engineering roles, including as a fire protection engineer at Black and Veatch. Winters combines his engineering background with financial services through his roles at YS Asset Management and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Client services

Based on Cetera

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

Expertise

Based on Cetera

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

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Duncan, OK

728 W Main St

Duncan OK 73533

Advisors at this office

4

Most active in

Oklahoma

Work history

1 year of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2024 - Present • 2 years

El Segundo, CA

YS Asset Management

2024 - Present • 2 years

Duncan, OK

Cetera Advisor Networks

2024 - 2024 • 1 year

El Segundo, CA

Black and Veatch

2023 - Present • 3 years

Owasso, OK

FSB Architects + Engineers

2022 - 2023 • 1 year

Tulsa, OK

MPW Engineering

2021 - 2022 • 1 year

Tulsa, OK

Fluor Idaho LLC

2020 - 2021 • 1 year

Idaho Falls, ID

Unemployed

2019 - 2020 • 1 year

Owasso, OK

Phillips 66

2019 - 2019 • 1 year

Bartlesville, OK

Idaho Falls

2018 - 2018 • 1 year

Idaho Falls, ID

Oklahoma State University

2018 - 2018 • 1 year

Stillwater, OK

GFS Texas

2017 - 2017 • 1 year

Dallas, TX

Red Dirt Baseball

2016 - 2017 • 1 year

Stillwater, OK

Oklahoma State University

2015 - 2019 • 4 years

Stillwater, 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

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 26 years of industry experience. He previously worked at Phillips Capital Advisors, Inc., T. S. Phillips Investments, Inc., and Equitable Advisors. Outside of his advising role, he serves as the school board president for Duncan Public Schools and is involved with local community organizations including the Stephens County Christmas Dinner Committee and the Duncan High School Tennis Booster. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both discretionary programs and a range of investment approaches from buy-and-hold to active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. Prior to his advisory career, he was involved in education and managed a cattle business. Outside of his advisory role, Womack assists with a family-owned cable business as contract labor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Annuities
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Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for nine years each before joining Osaic in 2024. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the Duncan Chamber of Commerce and the Schools Foundation, which supports local public education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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