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).

Current Firm Details
139 S. English Station Road, Suite 230, Louisville, KY 40245
http://www.coatsfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, TX

Financial Advisors at Coats Financial Planning
Showing 1 - 5 of 5 top financial advisors.
1
Teresa Christensen, financial advisor Dunnellon FL
Teresa L. Christensen
CRD#: 2506392
Dunnellon, FL

Teresa Christensen (CRD# 2506392) is an Investment Advisor Representative working at Coats Financial Planning in Dunnellon, FL and has over 13 years of experience in the finance industry.

2
Anna Coats, financial advisor Louisville KY
Anna R. Coats
CRD#: 6569663
139 S. English Station Road, Suite 230, Louisville, KY 40245

Anna Coats (CRD# 6569663) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 8 years of experience in the finance industry.

3
Stuart Coats, financial advisor Louisville KY
Stuart W. Coats
CRD#: 4582009
139 S. English Station Road, Suite 230, Louisville, KY 40245

Stuart Coats (CRD# 4582009) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 23 years of experience in the finance industry.

4
Elijah Essa, financial advisor Louisville KY
Elijah W. Essa
CRD#: 6914115
139 S. English Station Road, Suite 230, Louisville, KY 40245

Elijah Essa (CRD# 6914115) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 6 years of experience in the finance industry.

5
Tabitha Thomas, financial advisor Louisville KY
Tabitha N. Thomas
CRD#: 7491398
139 S. English Station Road, Suite 230, Louisville, KY 40245

Tabitha Thomas (CRD# 7491398) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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