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Loran C
Series 63, Series 65, Series 66
Troy, MI
RFG Advisory, LLC
Loran Coffman is a financial advisor with RFG Advisory, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 34 years of industry experience. He has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Coffman is also the owner and founder of Route Financial Group, a registered investment advisory business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, typically managing assets on a discretionary basis using a combination of active and passive models with a focus on risk management.
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