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CB

Collin R. Black

BLACK FINANCIAL PLANNING
Farmington, MO 63640
Some features on this profile are disabled
CRD#: 7323140
CB

Professional summary

Collin R Black, who also goes by Collin Black, is a registered financial advisor currently at BLACK FINANCIAL PLANNING, LLC located in Farmington, Missouri.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Collin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Collin Black

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.
Collin Black Sole-proprietor; Investment-related; Farmington, MO; Insurance; Insurance Agent; 05/2019; 80hrs/80hrs; sales and servicing of insurance products. The Noodle Nerd; Not investment related; Farmington, MO; Food Truck; Part Owner; 07/2023; 0hrs/80hrs; Preparing food in advance of sale.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin R Black'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

February 3, 2021 - Present

BLACK FINANCIAL PLANNING, LLC

Office #1: 1 N. Jackson St., Farmington, MO 63640
RIA
CRD#: 312263
Farmington, MO

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
Missouri
(2/3/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/17/2020
Uniform Investment Adviser Law Examination

Current Firm

BF
BLACK FINANCIAL PLANNING, LLC
BLACK FINANCIAL PLANNING, LLC

CRD#: 312263 / SEC#:

Missouri
Registered Investment Advisory firm - (2/3/2021 Approved)
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Contact information

Main Address
1 N. Jackson St., Farmington, MO 63640
Mailing Address
Phone number
(573) 315-4600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

BLACK FINANCIAL PLANNING, LLC

CRD#: 312263Farmington, MO 63640

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