Coats Financial Planning

Coats Financial Planning (CRD# 122135) is a financial advisory firm headquartered in Louisville, KY. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, TX

Financial Advisors at Coats Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Stuart W. Coats
CRD#: 4582009
1303 Clear Springs Trace, Ste 110, Louisville, KY 40223
96
Wealthminder
score

Stuart Coats (CRD# 4582009) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 16 years of experience in the finance industry. Stuart Coats 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.

2
Teresa L. Christensen
CRD#: 2506392
1303 Clear Springs Trace, Ste 110, Louisville, KY 40223
93
Wealthminder
score

Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 5 years of experience in the finance industry.

3
Zachary C. Clark
CRD#: 5683541
1303 Clear Springs Trace, Ste 110, Louisville, KY 40223
90
Wealthminder
score

Zachary Clark (CRD# 5683541) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 5 years of experience in the finance industry.

4
Anna R. Coats
CRD#: 6569663
1303 Clear Springs Trace, Ste 110, Louisville, KY 40223
87
Wealthminder
score

Anna Coats (CRD# 6569663) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has 1 year of experience in the finance industry.

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