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Andrew Barnes

10 Years of Experience
Oklahoma City, OK
BrokerSells Insurance

Andrew Barnes is a registered investment advisor at Cetera Investment Advisers LLC, based in Oklahoma City, OK, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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

Andrew provides sales and administrative support to Wymer Brownlee, and is an agent for Avantax Insurance Agency LLC, where he may sell variable annuities, fixed annuities, indexed annuities, and variable insurance products. He also owns rental property, and is a wealth advisor and shareholder of Brownlee Financial Services, spending well over full-time hours on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
November 2016 - September 2025 · 8 yrs 10 mos
Avantax Investment Services, INC.Broker
June 2015 - September 2025 · 10 yrs 3 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Barnes - Financial Advisor | TrueAdvisor