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Larry Landon Coyle

Advisor at BFC PLANNING, Inc. — Liberty, IN

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Liberty, IN 47353

BFC PLANNING, Inc. logo

BFC PLANNING, Inc.

Multi-team

Total advisors

185

Across 85 offices

Clients per advisor

62 Typical

Avg AUM per client

$325,935 Low

HNW client ratio

5% Very Low

About

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

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

See office

Liberty, IN

45 W. Union Street

Liberty IN 47353

Advisors at this office

1

Most active in

Indiana

Work history

23 years of industry experience

BFC Planning, Inc.

2019 - Present • 7 years

Liberty, IN

Berthel, Fisher & Company Financial Services, Inc

2019 - Present • 7 years

Liberty, IN

SANDLAPPER Securites, LLC

2016 - 2019 • 3 years

Greenville, SC

Buffalo Trace Financial Group

2015 - 2019 • 4 years

Liberty, IN

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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Randall S

Series 63, Series 65

Oxford, OH

Shoker Investments

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Kevin R

Series 65

Oxford, OH

Shoker Investments

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Chelsea V

Series 65

Oxford, OH

Shoker Investments

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Ryan S

Series 63, Series 66

Oxford, OH

The huntington Investment company

Ryan Szymanski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and nine years of industry experience. His previous roles include positions at JPMorgan Securities LLC and Fifth Third Securities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model with various wrap-fee programs and integrates third-party and proprietary investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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William S

Series 63

Oxford, OH

Eagle Strategies (NY Life)

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Michael R

Series 63

Oxford, OH

Eagle Strategies (NY Life)

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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