Ryan S. Coiner

INTEGRITY FINANCIAL GROUP

Idaho Falls, ID

Some features on this profile are disabled

CRD#: 5838325

Professional summary

Ryan Scott Coiner is a registered financial advisor currently at INTEGRITY FINANCIAL GROUP located in Idaho Falls, Idaho.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Two office buildings (Fort Worth, TX), Rental property (Columbus, OH)**Owner: Coiner Land & Livestock, LLC - agriculture and livestock**Owner: Coiner Properties, LLC - residential real estate development**Owner: Elkhorn Lodge, Chama, NM - motel

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Scott Coiner'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®

None

Experience

Current

November 22, 2022 - Present

INTEGRITY FINANCIAL GROUP

RIA

CRD#: 318877

Idaho Falls, ID

Past

July 1, 2016 - November 8, 2022

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Fort Worth, TX

Past

July 1, 2016 - November 8, 2022

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Fort Worth, TX

Past

June 18, 2013 - March 10, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FORT WORTH, TX

Past

March 6, 2013 - March 10, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

FORT WORTH, TX

Past

May 22, 2012 - February 28, 2013

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

FORT WORTH, TX

Past

May 22, 2012 - February 28, 2013

G. A. REPPLE & COMPANY

CRD#: 17486

FORT WORTH, TX

Past

July 11, 2011 - May 24, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FORT WORTH, TX

Past

October 4, 2010 - May 24, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FORT WORTH, TX

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.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/20/2023)

IAR

Texas
(11/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/9/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/8/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/1/2014

General Securities Principal Examination

Current Firm

INTEGRITY FINANCIAL GROUP

COINER ENTERPRISES, LLC | INTEGRITY FINANCIAL GROUP

CRD#: 318877 / SEC#:

Idaho

Registered Investment Advisory firm - (6/14/2023 Approved)

Texas

Registered Investment Advisory firm - (11/2/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5748 Boat Club Road, Fort Worth, TX 76179

Mailing Address

Phone number

(817) 484-4814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 26,765,260

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan S. Coiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Scott Coiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2011

Series 63

Date: 10/8/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/26/2010

Series 6

Date: 10/1/2010

Series 24

Date: 8/1/2014

Current Firm

INTEGRITY FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors