Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
171 clients
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Included in AUM fee
Loading...
Contact
Emily Beilman
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Coats Financial Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Plancorp, LLC
March 2023 - July 2024 · 1 yr 4 mos
State Registrations2 states
INKY
Advisor
Exams
No exam information available for this advisor.
Contact
Emily Beilman