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Steven Lee Wilson

Advisor at Cetera — Muskogee, OK West Broadway

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

31 years

Location

Muskogee, OK 74401

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

Steven Wilson is a CFP® professional with over 31 years of experience in the financial services industry. He currently serves at Cetera and Highpoint Financial Group, where he is a managing member. Wilson has prior experience at firms including Avantax Investment Services and operates an accounting and tax preparation business as a CPA. He also holds a board position as treasurer for a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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

Muskogee, OK West Broadway

233 West Broadway

Muskogee OK 74401

Advisors at this office

3

Most active in

Oklahoma · Texas

Work history

31 years of industry experience

Highpoint Financial Group, Llc

2022 - Present • 4 years

Tulsa, OK

Cetera

2021 - Present • 5 years

Schaumburg, IL

Cetera Financial Specialists LLC

2021 - Present • 5 years

Schaumburg, IL

Adjunct Professor - Oklahoma State University

2016 - 2017 • 1 year

Tulsa, OK

First Oklahoma Advisory Group, Llc

2014 - 2022 • 8 years

Tulsa, OK

Insurance Sales The Guardian Life Insurance Co

2012 - Present • 14 years

Tulsa, OK

Avantax Insurance Agency, LLC

2010 - 2021 • 11 years

Tulsa, OK

Steven L.Wilson & Associates Cpa

2000 - 2021 • 21 years

Tulsa, OK

Avantax Investment Services, Inc.

1994 - 2021 • 27 years

Tulsa, OK

Steven L Wilson & Associates, Pc

1985 - Present • 41 years

Tulsa, 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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John J

Series 63, Series 66

Muskogee, OK

OSAIC Institutions, INC.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Ronaldo S

Series 63, Series 65

Ft Gibson, OK

Eagle Strategies (NY Life)

Ronaldo Shirey Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ft Gibson, OK, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Eagle Strategies since 2020 and has also worked with NyLife Securities LLC and New York Life Insurance Company since 2013 and 2012, respectively. He is the owner of Shirey Financial Group and a partner in an insurance brokering business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christine A

Series 63, Series 65

Muskogee, OK

Raymond James Financial

Christine Archer is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her prior roles include positions at LPL Financial and Firstar Bank. Outside of her advisory work, she is a licensed real estate sales associate with the GRI designation, maintaining limited activity in real estate services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Timothy C

CFP®, Series 63

Muskogee, OK

Cetera

Timothy Cramer is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera. He also serves as a CPA at Cross Timbers CPAs PLLC, where he provides tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, 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 discretionary and non-discretionary program options.

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

Kelcie E

Series 66

Muskogee, OK

Edward Jones

Kelcie Eaton is a financial advisor with Edward Jones in Muskogee, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Eaton worked at Bank of Eufaula from 2016 to 2024 and spent one year as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Intergenerational Families

Jeffrey W

Series 66

Fort Gibson, OK

Edward Jones

Jeffrey Walker is a financial advisor with Edward Jones in Fort Gibson, OK. He holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he worked in education at several public schools, including Cherokee Nation/Sequoyah High School and Porter Consolidated Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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