Financial ADVSR advisor directory · SEC adviser records
Coats Financial Planning financial advisors
Every SEC-registered investment adviser representative at Coats Financial Planning, by the state and city of the office they work from.
The short answer
3 registered advisors work at Coats Financial Planning, in 2 states and 2 cities; the most are in Louisville, KY (2). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Coats Financial Planning advisor by name →Who joined and left Coats Financial Planning →
Cities with the most Coats Financial Planning advisors
Coats Financial Planning advisors by state
Questions
How many financial advisors does Coats Financial Planning have?
3 investment adviser representatives are registered with Coats Financial Planning, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Coats Financial Planning have the most advisors?
Louisville, KY, with 2 registered advisors, then Dunnellon, FL (1). By state, Kentucky has the most, with 2.
How do I find a Coats Financial Planning financial advisor near me?
Pick your state below, then your city, to see every Coats Financial Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Coats Financial Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →