Kyle Hare

Advisor at Edward Jones

Updated today

Location

Purcell, OK 73080

Credentials

Series 66

Industry experience

9 years

About

Kyle Hare is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hare Land Services, LLC from 2011 to 2016. Kyle holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1213 N Green Ave Suite A

Purcell, OK 73080

Most active in

Oklahoma · Texas

Work history

Edward Jones

2016 - Present (10 years)

Hare Land Services, LLC

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Norman, OK

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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Gregory B

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Norman, OK

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Gregory Buwick is a financial advisor with Buwick Group Wealth Management, LLC in Norman, OK, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Buwick Group Wealth Management since 2019 and has concurrently held roles at Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that combines fundamental, technical, cyclical, and charting analysis to build customized or pre-designed portfolios across multiple sectors and asset classes.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Ronald G

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Ronald Geurkink is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His previous roles include positions at Hilltop Securities Independent Network Inc. and 1ST Global Advisors, Inc. Outside of his advisory work, he owns and operates R. Mark Geurkink CPA, PLC, an accounting firm in Norman, Oklahoma. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers advisory and brokerage services through a platform that integrates third-party managers and Envestnet, with a notable affiliation to Hilltop affiliates for municipal bond strategies and cash management programs.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Kimberly S

Series 66

Purcell, OK

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Kimberly Swain is a financial advisor with Edward Jones in Purcell, OK, holding the Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph J

Series 63, Series 65

Noble, OK

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Joseph James is a financial advisor at OSAIC based in Wichita, KS, with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Mass Mutual Investors Services and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is also involved in insurance sales through Bluecrest Financial Alliances, focusing on life, disability, and long-term care insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing tools such as asset-allocation software and portfolio optimization, and supports thousands of advisors with access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Caleb W

Series 63, Series 66

Purcell, OK

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Caleb Winslow is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity-related entities since 2016. Outside of advising, he is involved in real estate through ownership and management roles in local investment companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified set of funds and models.

Charitable giving & philanthropy Active portfolio management
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