• LLC Application

  • LLC Member & Manager Information

  • Members are owners of the LLC and do not need to be Managers. The LLC may have more than one member.

    Managers have full control of all investments inside of the LLC and do not need to be Members. The LLC may have more than one manager.

  • Will you be a manager of this new LLC?*

  • This application must be completed by an individual who will be a manager in the new LLC.

    Please have a manager complete this application.

    • scShowIfIndividual 
    • Will you be a member of the LLC?*
    • Date of Birth:*
       / /
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scMailingAddressLogic 
    • scMailingAddressLogicEnd 
    • scAddlMembersMgrs 

    • Additional Members/Managers

    • Do you want to add a Member to the LLC?*
    • Do you want to add a Manager to the LLC?*
    • scAdditional Member/Manager 1 

    • Please Enter Their Information

    • Select member type:*
    • scAdditional Member/Manager 1 entity 

    • Element below is #input534 and is one of these 2:

      Enter LLC Name:

      Enter Trust Name:

    • scAdditional Member/Manager 1 entity addl info 

    • Element below is #input545 and is one of these 2:

      Please enter the managers of {additionalMemberMgrEntityName1} below:
      Please enter the trustees of {additionalMemberMgrEntityName1} below:

    • Element below is #input_569 and is one of these 2:

      • Please upload a copy of {additionalMemberMgr1EntityName}'s trust agreement.
      • Please upload a copy of {additionalMemberMgr1EntityName}'s operating agreement.
    • Browse Files
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      Cancelof
    • scAdditional Member/Manager 1 individual 
    • Will this individual be an LLC manager?*
    • Date of Birth:*
       - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scEndAddl1Collapse 
    • Will the LLC have any additional members or managers?*
    • scAdditional Member/Manager 2 

    • Please Enter Their Information

    • Select member type:*
    • scAdditional Member/Manager 2 entity 

    • Element below is #input562 and is one of these 2:

      Enter LLC Name:

      Enter Trust Name:

    • scAdditional Member/Manager 2 entity addl info 

    • Element below is #input565 and is one of these 2:

      Please enter the managers of {additionalMemberMgr2EntityName} below:
      Please enter the trustees of {additionalMemberMgr2EntityName} below:

    • Element below is #input_573 and is one of these 2:

      • Please upload a copy of {additionalMemberMgr2EntityName}'s trust agreement.
      • Please upload a copy of {additionalMemberMgr2EntityName}'s operating agreement.
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • scAdditional Member/Manager 2 individual 
    • Will this individual be an LLC member?*
    • Will this individual be an LLC manager?*
    • Date of Birth:*
       - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scEndAddl2Collapse 
    • Will the LLC have any additional members or managers?*
    • scAdditional Member/Manager 3 

    • Please Enter Their Information

    • Select member type:*
    • scAdditional Member/Manager 3 entity 

    • Element below is #input580 and is one of these 2:

      Enter LLC Name:

      Enter Trust Name:

    • scAdditional Member/Manager 3 entity addl info 

    • Element below is #input584 and is one of these 2:

      Please enter the managers of {additionalMemberMgrEntityName3} below:
      Please enter the trustees of {additionalMemberMgrEntityName3} below:

    • Element below is #input_587 and is one of these 2:

      • Please upload a copy of {additionalMemberMgr3EntityName}'s trust agreement.
      • Please upload a copy of {additionalMemberMgr3EntityName}'s operating agreement.
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • scAdditional Member/Manager 3 individual 
    • Will this individual be an LLC member?*
    • Will this individual be an LLC manager?*
    • Date of Birth:*
       - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scEndAddl3Collapse 
    • Will the LLC have any additional members or managers?*
    • scAdditional Member/Manager 4 

    • Please Enter Their Information

    • Select member type:*
    • scAdditional Member/Manager 4 entity 

    • Element below is #input593 and is one of these 2:

      Enter LLC Name:

      Enter Trust Name:

    • scAdditional Member/Manager 4 entity addl info 

    • Element below is #input597 and is one of these 2:

      Please enter the managers of {additionalMemberMgrEntityName4} below:
      Please enter the trustees of {additionalMemberMgrEntityName4} below:

    • Element below is #input_600 and is one of these 2:

      • Please upload a copy of {additionalMemberMgr4EntityName}'s trust agreement.
      • Please upload a copy of {additionalMemberMgr4EntityName}'s operating agreement.
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • scAdditional Member/Manager 4 individual 
    • Will this individual be an LLC member?*
    • Will this individual be an LLC manager?*
    • Date of Birth:*
       - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.

    • scEndAddl4Collapse 
    • Will the LLC have any additional members or managers?*


    • Please complete the application. We will contact you to get information regarding the Member(s)/Manager(s) not yet added.

    • scEndCollapse 

  • LLC Details

  • Please provide three choices of names for this LLC. Choose unique names if you wish to avoid delays.

    • The only punctuation and special characters allowed are hyphen (-) and ampersand (&).
    • Please do not include the words "Crypto", "IRA", "Retirement", "Inc", "Corp" or "Trust".
    • The name must end with "LLC". If you do not include it, we will add it for you.

  • isPermittedLlcName is a checkbox to my right. It is visible, but not displayed, using CSS. It must be checked in order to proceed.

    CSS =

    #id_634,
#input_634,
#label_input_634_0::before {
    display: none !important;
}

  •   The LLC name may not include the words “Crypto”, “401k” or “Retirement”. Please fix the LLC name in order to continue.

  •   The LLC name may not end with any of the following: “Inc”, “PLLC”, “Corp” or “Trust”. Please fix the LLC name in order to continue.

  • “IRA” appears in the LLC name. Some financial institutions may think the LLC itself is an IRA and refuse to open an account.
    We recommend choosing a different name. If it’s incidental (e.g., it’s part of another word), you can proceed.

  • The state of {llcStateLogic} charges ${statefee} to form an LLC.

    Broad Financial's fee is ${broadFinancialFee}.

    Based on what you selected, the total cost to form this LLC is ${totalDue}.

    • scRegisteredAgent 

    • Registered Agent

    • A Registered Agent is a business or individual located in the same state as the LLC's registration, who agrees to receive legal documents, notices, or demands required or permitted by law to be served on behalf of the business. The Registered Agent will notify you if they receive any of the above.

      This is the only purpose of the Registered Agent; they do not fill out reports or perform any other duties.

    • Will the LLC member listed above be the Registered Agent of the LLC?*
    • registeredAgentFee*
    • scCtCorpConsent 

    • REGISTERED AGENT SERVICE NOTICE OF CONSENT

    • scEnterRaContactInfo 

    • Enter the Registered Agent's Contact Information

    • Will the Registered Agent be an individual or an entity?*

    • Contact Person

    • Format: (000) 000-0000.

    • scEnterRaContactInfo 

    •   The Registered Agent address must be located in the same state as the LLC state selected above.

    • IsRaStateMatchesLlcState is a checkbox to my right. It is visible, but not displayed, using CSS. It must be checked in order to proceed.

      CSS =

      #id_271,
      #input_271,
      #label_input_271_0::before {
             display: none !important;
      }

    • Arizona LLCs whose Registered Agent is located outside of Pima and Maricopa counties must be published in a newspaper. The fee for this is $120 and will be added to your total.

    • scLlcPhysicalAddress 

    • LLC Address

      Please enter the business address for this LLC. This may be different than the Registered Agent address.
    • scLlcAddressLogic 
    • scLlcCounty 
    • scPhysicalCounties 
    • scBankAccount 

    • Bank Account

    • Titan Bank is a checkbook control banking institution providing comprehensive services to self-directed investors. Specializing in IRA LLC, IRA Trust, and Solo 401(k) checking accounts, Titan Bank is knowledgeable on the intricate workings of Self-Directed Checkbook accounts.

      Titan Bank is delighted to offer new customers:

      • Free inbound and outbound wires for the first 25 wires a month
      • Access to more than 35,000 ATMs
      • Free Automated Clearing House (ACH)
      • Provided debit card and free checks upon account’s creation
      • Online wire sending
      • $14.95 monthly fee is waived with a combined minimum balance of $500
    • I authorize Broad Financial to provide my LLC’s documents to Titan Bank, who will then reach out to me to open an account.
    • scEnd 

  • Payment Information

  • Total to be charged today*

    prevnext( X )
    USD
    Debit or Credit Card
    • scShowTotalDue 
    • Date*
       - -

    • After submitting this application you will be redirected to sign the following form(s):

      • Form SS-4 - application for Employer ID number. Just enter your SS # and sign. 
      • LLC state consent form. This allows us to file for the LLC on your behalf.
    • scHiddenLogic 
    • Timestamp
       - -
    • willBeAddlMember2
    • willBeAddlMember3
    • willBeAddlMember4
    • Will this individual be an LLC manager?
    • scEndCollapse 
    • Should be Empty: