Winch Financial
44yrs
Top advisor by experience in Appleton
18yrs
Kevin Rust has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Appleton, Wisconsin. Kevin has been with Osaic Wealth since 2024; before that, Kevin spent six years at Woodbury Financial Services and four years at SII Investments. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors nationwide
Office1045 N Lynndale Dr Unit 2b, Appleton, WI 54914
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Woodbury Financial Services, Inc.Previously
- 2014 – 2017SII Investments, Inc.Previously
- 2010 – 2014First Allied Advisory Services, Inc.Previously
- 2009 – 2014Hermening Advisory Services LLCPreviously
Contact Kevin
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Kevin. 1045 N Lynndale Dr Unit 2bAppleton, WI 54914Office · Get directions
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Questions to ask Kevin
Tailored to Kevin’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Kevin
How do I contact Kevin?
Call Osaic Wealth at (800) 821-5100 and ask for Kevin Rust. Kevin works from the Appleton, WI office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2008, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kevin 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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