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Collin R Black

Advisor at Black Financial Planning, LLC — Farmington, MO

Updated today

Credentials

Series 65

Experience

5 years

Location

Farmington, MO 63640

Black Financial Planning, LLC

Independent

Total advisors

1

Clients per advisor

125 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Collin Black is the principal of Black Financial Planning, LLC in Farmington, MO, and holds a Series 65 credential with five years of industry experience. His background includes roles at Richard Black, CPA, PC, and involvement in a food truck business, The Noodle Nerd, where he is a part owner. Collin also operates as a sole proprietor providing insurance sales and servicing. Black Financial Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by offering tailored financial plans and consulting, referring clients to third-party money managers for investment implementation rather than managing assets directly. The firm’s process emphasizes documenting client goals, developing customized plans, and monitoring managers while handling client relationships on a case-by-case basis.

Client services

Based on Black Financial Planning, LLC

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Based on Black Financial Planning, LLC

Income planning General tax planning Retirement withdrawal strategies General estate planning guidance

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Fee options

Percentage

$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00%

Commissions

Investment advisor representatives receive commissions on insurance products sold

Project-based

$100 per hour for financial planning

Other

Fee-only: $100 per hour for financial planning

Location

Farmington, MO

1 N. Jackson St.

Farmington MO 63640

Advisors at this office

1

Most active in

Missouri

Work history

5 years of industry experience

The Noodle Nerd, LLC

2023 - Present • 3 years

Farmington, MO

Black Financial Planning, LLC

2021 - Present • 5 years

Farmington, MO

Black Financial Planning, LLC

2019 - Present • 7 years

Farmington, MO

Richard Black, CPA, PC

2019 - 2021 • 2 years

Farmington, MO

Collin Black Sole-proprietor

2019 - Present • 7 years

Farmington, MO

The Legacy Ranch

2018 - 2019 • 1 year

Bonne Terre, MO

Victory Mountain Boys Ranch

2017 - 2018 • 1 year

Ironton, MO

Potosi Correctional Center

2016 - 2017 • 1 year

Mineral Point, MO

Disclosures

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

Business activities & affiliations

user avatar

Cynthia M

Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Blake N

Series 66

Farmington, MO

Lanark Financial, Inc.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Edward Jones. He is a director of the Rotary Club of St. Francois County, a nonprofit organization. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts using third-party and affiliated sub-advisers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Craig G

Series 66

Bismark, MO

Prospera Financial Services, inc.

Craig Gissy is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Prospera Financial Services, Inc., joining in 2025 after 12 years at Cutter & Company, Inc. and four years at Edward Jones. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing over $14 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of advisory programs and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Lisa S

CFP®, Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Lisa Sumpter is a CFP® with 25 years of experience in financial advising. She is currently with Lanark Financial, Inc. and has prior experience at First State Financial Management, Money Concepts Capital Corp, and U.S. Bancorp Investments. Outside of her advisory work, she is a partner in a cattle farming business with her husband. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of program-based accounts through various platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Malia T

Series 66

Farmington, MO

Lanark Financial, Inc.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Neil B

Series 63, Series 65

Farmington, MO

Lanark Financial, Inc.

Neil Bales is a financial advisor with Lanark Financial, Inc. and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at NBC Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams, offering a mix of discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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