LC
Larry L. Coyle
BFC PLANNING
Liberty, IN 47353
Some features on this profile are disabled
CRD#: 4665774
LC
Professional summary
Larry Landon Coyle, who also goes by Landon Coyle, is a registered financial advisor currently at BFC PLANNING, INC. located in Liberty, Indiana and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Liberty, Indiana.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Larry has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Landon Coyle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Youth Basketball Coach-N-Liberty, IN-Youth Basketball Coach-Coach-01/2015-20-0-Youth basketball coach for Union County School District. 2.Community Foundation-N-Liberty, IN-Finance Committee Chairperson-Board Member-01/2006-4-0-Finance Committee Chairperson, Personnel Committee Member. 3.Union County Redevelopment-N-Liberty, IN-Non Profit-Board Member-09/2019-1-0-Non Profit set up to attract new business to Union County Indiana. 4.Union County Parks and Recreation-N-Liberty, IN-County Parks Rec Board-Board Member-09/2018-2-0-County Parks & Rec Board. 5.Buffalo Trace Financial Group-Y-Liberty, IN-Financial Services-Registered Representative-07/2019-160-160-Financial Services and Insurance sales. 6.Larry Landon Coyle-N-Liberty, IN-Insurance Sales-Agent-11/2003-5-5-Life, Accident, Health and LTC insurance sales. 7. 102 N Main St.-N-Brownsville, IN-Real estate ownership-Owner-12/2021-48-0-Purchasing and renovating two properties for use as rentals or AirBNB locations. 8. Real Estate Appraisals- N- Liberty, IN- Real estate- Appraiser Trainee- 12/2022- 80- 0- Train with licensed real estate appraiser to learn the appraisal practice. 9. The Union Street Loft LLC- N- Liberty, IN- Commercial Rental Property- Owner- 09/2024- 0- 0- Own and maintain buildings used for office space and vacation rentals.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Landon Coyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 15, 2019 - Present
BFC PLANNING, INC.
Office #1: 45 W. Union Street, Liberty, IN 47353RIA
CRD#: 119682
Liberty, IN
Current
July 15, 2019 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Office #1: 45 W. Union Street, Liberty, IN 47353RIA
BD
CRD#: 13609
Liberty, IN
Past
August 5, 2016 - July 12, 2019
COLONY PARK FINANCIAL SERVICES LLC.
RIA
CRD#: 41534
Liberty, IN
Past
August 4, 2016 - July 12, 2019
SANDLAPPER SECURITIES, LLC
BD
CRD#: 137906
Liberty, IN
Past
June 9, 2005 - August 4, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
LIBERTY, IN
Past
May 12, 2005 - August 4, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
LIBERTY, IN
Past
July 22, 2003 - April 1, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/15/2019)
RR
Indiana(7/15/2019)
IAR
Indiana(7/15/2019)
RR
North Carolina(10/25/2021)
RR
Ohio(7/15/2019)
RR
Oregon(4/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 447-5700
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,756 |
| AUM (Assets Under Management) | $ 2,026,848,859 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
