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Dakota Chayse Brewer

Advisor at Cetera — Clinton, OK

Updated today

Credentials

Series 66

Experience

4 years

Location

Clinton, OK 73601

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dakota Brewer is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera, he held various roles including operational and leadership positions at educational and community organizations. He serves as treasurer and board member for Future Leaders of Oklahoma and is operations director and a 50% owner of White Stag Land Co. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program options, supported by over 10,000 advisors and $256 billion in assets under management.

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

Clinton, OK

501 Gary Blvd

Clinton OK 73601

Advisors at this office

3

Most active in

Oklahoma · Texas

Work history

4 years of industry experience

Cetera

2022 - Present • 4 years

Hydro, OK

Cetera Investment Services Llc

2022 - Present • 4 years

Clinton, OK

Bank of Hydro

2022 - Present • 4 years

Clinton, OK

The Goddard Center for the Visual and Performing Arts

2021 - 2021 • 1 year

Ardmore, OK

Oklahoma State University

2020 - 2021 • 1 year

Stillwater, OK

Bank 360

2020 - 2020 • 1 year

Cordell, OK

Oklahoma State University

2019 - 2020 • 1 year

Stillwater, OK

Big M Construction LLC

2019 - 2019 • 1 year

Weatherford, OK

Oklahoma State University

2018 - 2019 • 1 year

Stillwater, OK

Bar-S Foods

2018 - 2018 • 1 year

Clinton, OK

Oklahoma State University

2017 - 2018 • 1 year

Stillwater, OK

Classic Marble Design

2017 - 2017 • 1 year

Clinton, OK

Corn Bible Academy

2012 - 2017 • 5 years

Corn, OK

Disclosures

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

Business activities & affiliations

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Mitchell M

Series 63, Series 65

Clinton, OK

Dominion Capital Management, LLC

Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC, holding Series 63 and 65 licenses and over 31 years of industry experience. He has held roles at Dominion Capital Management since 2006 and was previously with H. Beck, Inc. for ten years. Mcabee is also president of McAbee & Company, PC, a CPA firm, and owns Cashflocfo LLC, a marketing business focused on technology concepts. Dominion Capital Management, LLC offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a goal- and risk-based investment approach with options strategies and sub-advisor use, and it provides ERISA pension consulting including 3(21) advisory and 3(38) investment management services.

Options & derivatives strategies Self-Employed Founder/Business Owner
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Chase A

Series 65

Weatherford, OK

West Oak Wealth

Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Makena M

Series 65

Clinton, OK

Gibco Capital Advisors

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason G

Series 63, Series 66

Clinton, OK

Gibco Capital Advisors

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Bryan B

Series 63, Series 66

Clinton, OK

Royal Fund Management, LLC

Bryan Baca is a financial advisor at Royal Fund Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Advanced Financial Strategies, Inc. since 1997. Outside of advising, he owns and operates a small cow/calf cattle ranch in Oklahoma. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented client risk tolerance, utilizing a range of strategies from conservative allocations to options techniques, and offers both discretionary and held-away account management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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