Steven Lee Wilson
Advisor at Cetera — Muskogee, OK West Broadway
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
31 years
Location
Muskogee, OK 74401
Cetera
Institution
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.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$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%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
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.
Muskogee, OK West Broadway
233 West Broadway
Muskogee OK 74401
Advisors at this office
3
Oklahoma · Texas
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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