Steven Wilson is a CFP-designated registered investment advisor, based in Muskogee, OK, with 31 years of industry experience.
Location
233 West Broadway, Muskogee, OK, 74401
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a managing member of Highpoint Financial Group, LLC, dedicating a full-time commitment to financial services. He also owns Steven L Wilson & Associates, PC, an accounting and tax preparation business, taking minimal time, and serves as treasurer for Maple Ridge Village Homeowners Association, also taking minimal time. Finally, Steven works as an insurance agent selling life, disability, and fixed annuities, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations19 states
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