Raymond James & Associates
47yrs
Top advisor by experience in Waukesha
24yrs
Rusty Coyle
Financial advisor at LPL Financial
Based in Waukesha, Wisconsin, Rusty Coyle is a fiduciary financial advisor with 24 years of industry experience. Rusty has been with LPL Financial since 2021; before that, Rusty spent 19 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 450 advisors with offices in Waukesha, and one of 424 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Wisconsin
OfficeW240 N1221 Pewaukee Rd Suite A, B, D & E, Waukesha, WI 53188
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2002 – 2021Waddell & ReedPreviously
Contact Rusty
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Rusty. W240 N1221 Pewaukee Rd Suite A, B, D & EWaukesha, WI 53188Office · Get directions Facebook pageLPL Financial
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Questions to ask Rusty
Tailored to Rusty’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rusty
How do I contact Rusty?
Call LPL Financial at (704) 733-3300 and ask for Rusty Coyle. Rusty works from the Waukesha, WI office.
How long has Rusty been a financial advisor?
Rusty has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Wisconsin.
What licenses does Rusty hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Rusty a fiduciary?
Rusty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rusty paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rusty for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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