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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-07-15
  • IN RA
    APPROVED
    Since 2019-07-15

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

45 W. Union Street, Liberty, IN 47353 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buffalo Trace Financial Group Liberty IN 03/2015 07/2019
Sandlapper Securites, Llc Greenville SC 08/2016 07/2019
Berthel, Fisher & Company Financial Services, Inc Liberty IN 07/2019 Present
Bfc Planning, Inc. Liberty IN 07/2019 Present
  • 03/2015 → 07/2019
    Buffalo Trace Financial Group
    Liberty, IN
  • 08/2016 → 07/2019
    Sandlapper Securites, Llc
    Greenville, SC
  • 07/2019 → Present
    Berthel, Fisher & Company Financial Services, Inc
    Liberty, IN
  • 07/2019 → Present
    Liberty, IN
Previous Registrations
  • 2016-08-05 → 2019-07-12
    Colony Park Financial Services Llc.
    Liberty, IN
    Greenville, SC
  • 2005-06-09 → 2016-08-04
    Vsr Financial Services, Inc.
    Liberty, IN
    Fishers, IN
    Richmond, IN
    Overland Park, KS
    Richmond, IN
    Overland Park, KS
Other Businesses

1.Youth Basketball Coach-N-Liberty, IN-Youth Basketball Coach-Coach-01/2015-20-0-Youth basketball coach for Union County School District. 2.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. 3.Union County Parks and Recreation-N-Liberty, IN-County Parks Rec Board-Board Member-09/2018-2-0-County Parks & Rec Board. 4.Buffalo Trace Financial Group-Y-Liberty, IN-Financial Services-Registered Representative-07/2019-160-160-Financial Services and Insurance sales. 5.Larry Landon Coyle-N-Liberty, IN-Insurance Sales-Agent-11/2003-5-5-Life, Accident, Health and LTC insurance sales. 6. 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. 7. 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. 8. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-08
S63 Uniform Securities Agent State Law Examination 2003-07-24
  • S65 Uniform Investment Adviser Law Examination
    2005-06-08
  • S63 Uniform Securities Agent State Law Examination
    2003-07-24
Other Names
  • Landon Coyle

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