Loran Scott Coffman

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 08/2011 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 06/2025 → Present
  Rfg Advisory Llc
  Vestavia Hills, AL

Previous Registrations

• 2018-11-01 → 2025-07-18
  Edelman Financial Engines
  Troy, MI
• 2011-11-29 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Troy, MI
  Troy, MI

Other Businesses

1) Route Financial Group; INVESTMENT RELATED; Columbia Center II 101 West Big Beaver Road, 14th Floor Troy, Michigan, 48084; DBA; Owner/Founder/Advisor; Start: 6/30/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory activity. 2) RFG Advisory, LLC; INVESTMENT RELATED; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 6/30/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) LoBren Development LLC; NON INVESTMENT RELATED; 2002 Findley Cir, Lake Orion Mich. 48360; owner and sole member LLC; 5/1/2025; 10 hrs/mo; 0 during trading hours; Rental Property Owner

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S65 Uniform Investment Adviser Law Examination
  1999-08-14
• S63 Uniform Securities Agent State Law Examination
  1992-11-06

Other Names

• Loran S Coffman