Breanne Coffey (CRD# 6644518) is an Investment Advisor Representative working at Abound Wealth Management, LLC in Franklin, TN and has over 7 years of experience in the finance industry. Breanne Coffey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abound Wealth Management, LLC | Franklin, TN | Nov 2021 - Current | 2 |
| Abound Wealth Management, LLC | Franklin, TN | Jun 2019 - Nov 2021 | 2 |
| University Of Georgia | Athens, GA | Jan 2019 - May 2019 | < 1 |
| University Of Georgia | Athens, GA | Aug 2017 - May 2019 | 1 |
| Astreaus Advisors, LLC | Park Ridge, IL | May 2018 - Aug 2018 | < 1 |
| University Of Georgia | Athens, GA | Jan 2018 - May 2018 | < 1 |
| Chicken Salad Chick | Athens, GA | Aug 2017 - Jan 2018 | < 1 |
| Mountain State Analytics,llc | Morgantown, WV | May 2016 - Jul 2017 | 1 |
| Mountain State Analytics, LLC | Morgantown, WV | Sep 2015 - May 2016 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2013 - May 2016 | 2 |
| West Virginia Continuing Legal Education | Morgantown, WV | Jun 2015 - Sep 2015 | < 1 |
| West Virginia University Recreation Center | Morgantown, WV | Jan 2014 - May 2015 | 1 |
| Lakeview Golf Resort | Morgantown, WV | May 2014 - Aug 2014 | < 1 |
| West Virginia University | Morgantown, WV | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- TN
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Total Assets Under Management1,065MILLIONS
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Total Number of Accounts3,513ACCOUNTS
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Average Account Value$303,247
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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