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.
Credentials
Series 66
Experience Industry experience
4 years
Location
Oklahoma, OK
LPL Enterprise
Institution
Rustin Young is a financial advisor with LPL Enterprise holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise, he held roles at Principal Life Insurance Company and The Prudential Insurance Company of America. Outside of his advisory work, he is involved with The Church Today, a non-investment-related activity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Oklahoma, OK
Oklahoma OK
Advisors at this office
1
Oklahoma · Texas
4 years of industry experience
LPL Enterprise LLC
2025 - Present • 1 year
Plano, TX
MW Piping and Fabrication
2025 - Present • 1 year
Tulsa, OK
Principal Life Insurance Company
2024 - 2025 • 1 year
Lafayette, LA
Principal Securities, Inc.
2024 - 2025 • 1 year
Lafayette, LA
The Prudential Insurance Company of America
2022 - 2024 • 2 years
Plano, TX
Pruco Securities LLc
2022 - 2024 • 2 years
Plano, TX
GasTech Engineers LLC
2021 - 2024 • 3 years
Sapulpa, OK
The Church Today
2019 - Present • 7 years
Tulsa, OK
A G Equipment Co.
2019 - 2021 • 2 years
Broken Arrow, OK
NMB Manufacturing
2019 - 2019 • 1 year
Bixby, OK
Unemployed
2019 - 2019 • 1 year
Okmulgee, OK
SP Richards
2018 - 2019 • 1 year
Indianapolis, IN
Walter's Plumbing
2018 - 2018 • 1 year
Okmulgee, OK
SP Richards
2017 - 2018 • 1 year
Indianapolis, IN
Unemployed
2017 - 2017 • 1 year
Okmulgee, OK
SP Richards
2017 - 2017 • 1 year
Indianapolis, IN
Unemployed
2016 - 2017 • 1 year
Okmulgee, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Purcell, OK
Edward Jones
Kimberly Swain is a financial advisor with Edward Jones in Purcell, Oklahoma. She holds the Series 66 designation and has 12 years of experience, all with Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Series 66
Purcell, OK
Edward Jones
Coleton Sharp is a financial advisor at Edward Jones with one year of industry experience. He previously worked for Continental Resources for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.
Series 66, Series 63
Purcell, OK
Fidelity
Caleb Winslow is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2016. Outside of his advisory role, he is involved in real estate through ownership and management of RealOK Home LLC and Home Flip LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, model portfolio delivery, and use of AI-driven methodologies.
Series 66
Purcell, OK
Edward Jones
Devan Reyes is a financial advisor with Edward Jones in Purcell, OK, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at C & J Oil Services, Norman Regional Health System, and Duncan Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.
CFP®, Series 63, Series 66
Purcell, OK
Edward Jones
Jesse Bain is a CFP® professional with 21 years of experience in financial advising, currently with Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Purcell, Oklahoma. Bain also serves as a non-public arbitrator as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large national network of advisors and branch offices.
Series 66
Purcell, OK
Edward Jones
Kyle Hare is a financial advisor with Edward Jones in Purcell, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advisory services, he owns and manages rental properties in Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, backed by a large network of financial advisors and substantial assets under management.
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