AW
AW

Aaron Lon Waters

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

13900 N Portland, Suite 101, Oklahoma City, OK, 73134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity. He also works full-time at Wymer Brownlee assisting with tax preparation/accounting and as a Wealth Advisor and shareholder at Brownlee Financial Services.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 5 mos
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 5 mos
Previous Registrations
Avantax Advisory Services
August 2012 - September 2025 · 13 yrs 1 mo
Avantax Investment Services, INC.Broker
September 2011 - September 2025 · 14 yrs
State Registrations11 states
ARCACOCTFLIDNCNMOKSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Lon Waters - Financial Advisor | TrueAdvisor