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Kyle Combest

Advisor at Second Line Capital, LLC

Updated today

Location

Duncan, OK 73533-1762

Credentials

Series 65

About

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.

Client services

Based on Second Line Capital, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Second Line Capital, LLC

Wealth management Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Second Line Capital, LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees up to $15,000 for financial planning and consulting services

Percentage

$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%

Commissions

Separate commission-based arrangements available through certain Supervised Persons registered with LPL Financial

Project-based

Up to $150 per hour for consulting and financial planning services

Other

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

Location

2270 N Hwy 81, Ste 102

Duncan, OK 73533-1762

Most active in

Oklahoma

Work history

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)

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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Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in the financial industry. He is currently with Second Line Capital, LLC and has previously worked at Capstone Triton Financial Group LLC, Hbwadvisory Services LLC, and LPL Financial, LLC. Outside of his advisory work, he is the owner and manager of Combest Land and Cattle Company, LLC. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm offers tailored investment strategies using proprietary model portfolios and independent managers, and provides both discretionary and non-discretionary investment management across various asset types.

Wealth management Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience, including time at Securities America, Inc. Outside of his advisory role, he assists his brother’s cable installation business as a contract technician. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base through a representative-driven model, offering managed accounts, financial planning, retirement consulting, and access to a broad range of investment strategies and platforms.

Annuities
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Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Arbor Point Advisors and Securities America Inc. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the local Schools Foundation and Chamber of Commerce. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities

Kristen A

CFP®, Series 66

Duncan, OK

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Planning for children with special needs

Tanner C

CFP®, Series 66

Duncan, OK

Edward Jones

Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Business exit / sale strategy
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