Kyle Combest
Advisor at Second Line Capital, LLC
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.
Advisor at Second Line Capital, LLC
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
Duncan, OK 73533-1762
Credentials
Series 65
Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.
Based on Second Line Capital, LLC
Based on Second Line Capital, LLC
Fixed fees up to $15,000 for financial planning and consulting services
$0+: Up to 2.00% $5,000+: Manager Access Select: up to 3.0% $10,000+: Optimum Market Portfolios Program (OMP): up to 2.5% $25,000+: Model Wealth Portfolios Program (MWP): up to 2.65% $50,000+: Manager Access Select minimum account size $250,000+: Personal Wealth Portfolios Program (PWP): up to 2.5% Not stated+: Small Market Solution (SMS): up to 0.95% $5,000+: Guided Wealth Portfolios (GWP): up to 1.35%
Separate commission-based arrangements available through certain Supervised Persons registered with LPL Financial
Up to $150 per hour for consulting and financial planning services
Account minimum: $5,000 Fee-only: Fixed fees up to $15,000 and/or hourly fees up to $150 per hour for financial planning and consulting services
2270 N Hwy 81, Ste 102
Duncan, OK 73533-1762
Oklahoma
Second Line Capital, LLC
2026 - Present (1 year)
Combest Financial Services
2025 - Present (1 year)
Chickasaw Community Bank
2024 - 2026 (2 years)
Liberty National Bank
2022 - 2024 (2 years)
MidFirst Bank
2021 - 2022 (1 year)
Northwestern Mutual
2020 - 2020 (1 year)
Texas Roadhouse
2019 - 2020 (1 year)
Okarng
2018 - 2024 (6 years)
Interurban
2016 - 2018 (2 years)
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