RC
RC

Ryan Coiner

15 Years of Experience
Idaho Falls, ID
Sells Insurance

Ryan Coiner is a registered investment advisor at Integrity Financial Group, based in Idaho Falls, ID, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 109 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
109 clients
Average Client Portfolio
$246K average
Assets Under Management
$26.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Idaho Falls, ID

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ryan is involved in non-variable insurance sales and owns two office buildings, rental property, Coiner Land & Livestock, LLC, Coiner Properties, LLC, and Elkhorn Lodge. The time commitment for these activities is not specified.

Employment History
Current Registrations
Integrity Financial Group
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Oneamerica Securities, INC.Broker
July 2016 - November 2022 · 6 yrs 4 mos
Oneamerica Securities, INC.
July 2016 - November 2022 · 6 yrs 4 mos
MML Investors Services, LLC
June 2013 - March 2016 · 2 yrs 9 mos
MML Investors Services, LLCBroker
March 2013 - March 2016 · 3 yrs
G. A. Repple & Company
May 2012 - February 2013 · 9 mos
G. A. Repple & CompanyBroker
May 2012 - February 2013 · 9 mos
Northwestern Mutual Investment Services,llc
July 2011 - May 2012 · 10 mos
Northwestern Mutual Investment Services, LLCBroker
October 2010 - May 2012 · 1 yr 7 mos
State Registrations2 states
IDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.