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Kelley Renee Collingwood

Advisor at Cetera — Altus, OK

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

24 years

Location

Altus, OK 73521

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,102 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Kelley Collingwood is a CFP® professional with 24 years of industry experience. She has worked with Cetera since 2014 and has been affiliated with MidFirst Bank since 2007. Collingwood serves as a U.S. Army Reserve Officer in Civil Affairs and is a board member of the JH Lee Scholarship, where she participates in the review and awarding of scholarship applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

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

Altus, OK

2511 N Main Street

Altus OK 73521

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

24 years of industry experience

Cetera

2014 - Present • 12 years

Altus, OK

Midfirst Bank

2007 - Present • 19 years

Altus, OK

Cetera Investment Services

2007 - Present • 19 years

St. Cloud, MN

First Command Brokerage Services, inc.

2005 - 2006 • 1 year

Alameda, CA

First Command Bank

2005 - 2005 • 1 year

Fort Worth, TX

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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Michael F

Series 65

Altus, OK

10Elms LLP

Michael Finch is a financial advisor at 10Elms LLP with six years of industry experience and holds a Series 65 designation. He previously operated Finch Wealth Management, LLC, and has worked with FSI-Defense and L3 Communications. Outside of financial advising, Finch serves as a C-17 pilot instructor at Flight Safety Defense. 10Elms LLP provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a strategic asset allocation combined with momentum-based tactical shifts, primarily investing in low-cost, liquid ETFs across various strategies.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive
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Cameron J

Series 63, Series 65

Altus, OK

Empower Advisory Group

Cameron Jeffares is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greystar and Fairfield. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and offers managed account solutions within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Michael M

Series 66

Altus, OK

Edward Jones

Michael Mears is a Series 66-licensed financial advisor with Edward Jones in Altus, Oklahoma, where he has worked since 2018. He has seven years of industry experience and previously operated a custom woodworking business. His woodworking involves small installation or short building projects conducted outside regular business hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Founder/Business Owner

Adam W

Series 66

Altus, OK

Edward Jones

Adam Winters is a Series 66 licensed financial advisor with Edward Jones in Altus, Oklahoma, and has 15 years of industry experience, all with Edward Jones since 2011. He serves as an owner and co-manager of ABLE Properties LLC and is a Senate appointee to the Oklahoma State Pension Commission, attending quarterly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the industry.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Amanda S

Series 66

Altus, OK

Edward Jones

Amanda Stafford is a financial advisor with Edward Jones in Altus, OK. She holds a Series 66 designation and has one year of experience at Edward Jones. Prior to joining Edward Jones, she worked at First National Bank of Quitaque and Cattlemens Bank, and has a diverse background including roles in education and childcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

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

Rodney D

ChFC®, Series 66

Altus, OK

Edward Jones

Rodney Davis is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015, based in Altus, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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