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Dee Ross Hilliard

Advisor at Cetera — Grove, OK

Updated today

Credentials

Series 63, Series 66

Experience

12 years

Location

Grove, OK 74344

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dee Hilliard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Cetera in 2018, Dee worked at BOK Financial Securities and Bokf, NA. Outside of advisory work, Dee operates a family ranch and owns Taurus Investments LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a network of over 10,000 advisors.

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

Grove, OK

224 E 3rd St

Grove OK 74344

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

12 years of industry experience

Cetera

2024 - Present • 2 years

Schaumburg, IL

Cetera ADVISORS LLC

2018 - Present • 8 years

Denver, CO

Bokf, Na

2016 - 2018 • 2 years

Grove, OK

BOK Financial Securities, Inc.

2016 - 2018 • 2 years

Grove, 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

Kimberly S

Series 66

Delaware, OK

Founders Financial Securities LLC

Kimberly Stewart is a financial advisor with Founders Financial Securities LLC and Kessler Investments, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with both firms since 2013. Outside of her advisory roles, she serves as Treasurer of the Athol Republican Town Committee and owns a farming business in Delaware, Oklahoma where she leases land and sells hay. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, brokerage, and insurance services through multiple delivery platforms and sub-advisory relationships.

Business exit / sale strategy Founder/Business Owner Retired
user avatar

Payton S

Series 63, Series 65

Grove, OK

LPL Financial

Payton Sturges is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of West Therapy, a non-investment-related business based in Grove, Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with technology tools while overseeing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Justin M

Series 66

Grove, OK

OSAIC

Justin Mcdannald is a financial advisor with OSAIC, holding a Series 66 designation and with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America and Investacorp, among other firms. In addition to his advisory role, he is the owner of BDM Financial Advisors and provides notary public services. OSAIC serves a broad range of clients including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory platforms and integrated services, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Steve L

Series 63, Series 65

Grove, OK

Ameriprise

Steve Lamphear is a financial advisor with Ameriprise in Grove, Oklahoma. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory services and emphasizes the use of Ameriprise-managed accounts within its investment solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Justin C

Series 66

Grove, OK

Edward Jones

Justin Chizmar is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. As a military veteran, he serves as a board member advising on the development and marketing of military equipment for a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Military & Veterans Founder/Business Owner

Julie M

ChFC®, Series 66

Grove, OK

Edward Jones

Julie Mc Carthy is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Walgreens for 29 years. Outside of advising, her family is involved in a utility trailer sales business in Grove, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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