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
Series 63, Series 65
Experience Industry experience
32 years
Location
Burneyville, OK
Cetera
Institution
Vaughn Holcer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked with Avantax Advisory Services and Wymer Brownlee, among other firms. Outside of advisory roles, he serves as a trustee for multiple irrevocable trusts and holds leadership positions in local organizations, including treasurer roles in community golf associations and property owners’ associations. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a wide range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and unaffiliated third-party managers, with program options that include discretionary and non-discretionary management across various account structures and custodial relationships.
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.
Burneyville, OK
Burneyville OK
Advisors at this office
1
Oklahoma · Texas
32 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Burneyville, OK
Fiduciary Appointment
2019 - Present • 7 years
Burneyville, OK
Fiduciary Appointment
2019 - 2019 • 1 year
Burneyville, OK
Fiduciary Appointment
2019 - 2019 • 1 year
Burneyville, OK
Wymer Brownlee
2011 - Present • 15 years
Yukon, OK
Avantax Advisory services
1997 - 2025 • 28 years
Oklahoma City, OK
Avantax Investment Services, INC.
1993 - 2025 • 32 years
Oklahoma City, 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.
CFP®, Series 63, Series 65
Thackerville, OK
Mariner
Jason Rasmussen is a CFP® professional with 21 years of industry experience. He currently works at Mariner and has held previous roles at Soltis Investment Advisors, SlateStone Wealth, Capital Markets IQ, and Surety Wealth Management. Mariner is an enterprise firm serving a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs a discretionary, customized investment approach supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its scale.
CFP®, Series 66
Thackerville, OK
Mariner
Coltin Davis is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2026. He previously worked at Soltis Investment Advisors LLC and Ausdal Financial Partners, INC. Outside of his advisory role, he is the owner and managing partner of a dormant consulting business, TXFP Consulting. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax integration and financial wellness tools.
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