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Larry Coyle

Advisor at BFC PLANNING, Inc.

Updated today

Location

Liberty, IN 47353

Credentials

Series 63, Series 65

Industry experience

22 years

About

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at SANDLAPPER Securities, Buffalo Trace Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves on several community boards in Liberty, Indiana, including as Finance Committee Chairperson for the Community Foundation and as a youth basketball coach. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Client services

Based on BFC PLANNING, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BFC PLANNING, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.

Percentage

$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)

Commissions

Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.

Location

45 W. Union Street

Liberty, IN 47353

Most active in

Indiana

Work history

BFC Planning, Inc.

2019 - Present (7 years)

Berthel, Fisher & Company Financial Services, Inc

2019 - Present (7 years)

SANDLAPPER Securites, LLC

2016 - 2019 (3 years)

Buffalo Trace Financial Group

2015 - 2019 (4 years)

Vsr Advisory Services

2007 - 2016 (9 years)

Vsr Financial Services, Inc

2005 - 2016 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Oxford, OH

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Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Oxford, OH

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ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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William S

Series 63

Oxford, OH

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Series 63

Oxford, OH

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Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has been affiliated with New York Life and its related entities since 1997 and previously worked with Bailey & Associates, Inc. for 25 years. Outside of his advisory work, Rudolph serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles in several local and regional nonprofit organizations. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering services through a network of over 2,000 investment adviser representatives.

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Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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