Justin Oakley
Advisor at LPL Financial
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.
Location
Torrington, WY
Credentials
Series 63, Series 65
Industry experience
6 years
About
Justin Oakley is a financial advisor with LPL Financial in Torrington, WY, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Rogers Farms and Nichols Farms and spent seven years at Baltimore Aircoil. Oakley is involved in teaching activities related to his advisory business. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
Torrington, WY
Most active in
Justin O has reported serving >5 clients in these states in the last 12 months.
Wyoming
Work history
LPL Financial
2020 - Present (6 years)
Rogers Farms
2018 - 2019 (1 year)
Nichols Farms
2016 - 2018 (2 years)
Baltimore Aircoil
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Misty K
Series 66
Torrington, WY
Edward Jones
Misty Kaufman is a financial advisor at Edward Jones in Torrington, Wyoming, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Kaufman is involved in local business activities including ownership of a trucking company and managing rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Ryan Y
Series 66
Torrington, WY
Edward Jones
Ryan Yung is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Bloedorn Lumber Company. Outside of his advisory role, Ryan owns an alfalfa farm in Torrington, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.
Katherine M
CFP®, Series 66
Torrington, WY
Edward Jones
Katherine Myers is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Jerilea Phillips CPA LLC and KMM Tax & Business Solutions. In addition to her advisory role, she owns a hay farming operation in Torrington, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of advisors and branch offices.
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