Teresa L. Christensen
COATS FINANCIAL PLANNING
Dunnellon, FL
Some features on this profile are disabled
CRD#: 2506392
Professional summary
Teresa Lipscomb Christensen, CFP®, who also goes by Teresa Lynn Lipscomb, Teri Lynn Lipscomb, is a registered financial advisor currently at COATS FINANCIAL PLANNING located in Dunnellon, Florida.
Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Teresa has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Core Areas of Focus
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
Teri's personal experience with the value of Fee-Only financial planning after the birth of her first son encouraged her to follow her desire to serve others as a personal financial planner. She was pleased to be able to rejoin Coats Financial Planning as a Financial Planner after passing the Certified Financial Planner TM exam in July 2010.
In addition, Teri is actively involved in her community. She has served on the PTA/PTSA at her children's schools since they started kindergarten 7 years ago, currently serving as the Treasurer. Teri is also the Junior Team Tennis Coordinator for the Central Kentucky region, which encompasses many counties in the area, and she serves on the local Elizabethtown Tennis Commission as the representative of one of the local high schools. Finally, she assists the middle school academic team by helping coach and being a certified Quick Recall judge and moderator.
Teri, a native of Louisville, has lived in multiple states and Germany as a result of her father's military career. She currently resides in Elizabethtown with her husband, two sons, one rescue dog, and one rescue cat.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Teresa Lynn Lipscomb | Teri Lynn Lipscomb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Teresa Lipscomb Christensen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
January 28, 2011 - Present
COATS FINANCIAL PLANNING
RIA
CRD#: 122135
Dunnellon, FL
Past
August 8, 1994 - September 4, 1996
FINANCIAL SQUARE PARTNERS
BD
CRD#: 1541
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/25/2016)
IAR
Indiana(1/28/2011)
IAR
Kentucky(1/28/2011)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
COATS FINANCIAL PLANNING
COATS FINANCIAL PLANNING | COATS FINANCIAL PLANNING, INC.
CRD#: 122135 / SEC#:
Florida
Registered Investment Advisory firm - (4/18/2016 Approved)Indiana
Registered Investment Advisory firm - (5/9/2001 Approved)Kentucky
Registered Investment Advisory firm - (8/22/2000 Approved)Texas
Registered Investment Advisory firm - (9/8/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
139 S. English Station Road Suite 230, Louisville, KY 40245-3997
Mailing Address
Phone number
(502) 426-0300
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
