Stuart W. Coats
COATS FINANCIAL PLANNING
Louisville, KY 40245-3997
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CRD#: 4582009
Professional summary
Stuart Wayne Coats, CFP® is a registered financial advisor currently at COATS FINANCIAL PLANNING located in Louisville, Kentucky.
Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Stuart has worked at 1 firm and has passed the Series 65 exam.
Biography
Stuart W. Coats is the founder and President of Coats Financial Planning, Inc. As a CFP® professional and NAPFA-Registered Financial Advisor, Stuart is proud to provide unbiased financial advice to dozens of clients located in the Louisville area and all around the country.
Stuart spent a decade in key finance roles at two of the world’s most respected companies, General Electric Co. and Ford Motor Co., before following his true calling as a personal financial planner.
“For over 15 years,” says Stuart, “I have been privileged to put to work my own extensive finance experience and education to help folks sort through all the complexity in their financial lives -- to put their financial affairs in order and lay out clearly defined financial goals for the future. In addition, as a Fee-Only firm that accepts no commissions, I can be completely objective in my advice and recommendations. All potential conflicts of interest regarding compensation are removed. I work for no one but the client,” Stuart emphasizes.
In addition to more than 25 years of extensive experience as a finance professional, Stuart has two finance degrees – an MBA from Indiana University and a BBA from the University of Kentucky.
Stuart is a CFP® professional and a NAPFA-Registered Financial Advisor, having undergone a peer review of his financial planning work and accepted the strict code of ethics and fiduciary oath required by the National Association of Personal Financial Advisors (NAPFA), a nationally-acclaimed organization devoted to providing comprehensive Fee-Only financial planning with the highest level of ethical standards.
A native of Elizabethtown, Kentucky, Stuart resides in Louisville with his wife, Anna and daughter, Georgia.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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 Stuart Wayne Coats'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: 2004
Experience
Current
April 20, 2006 - Present
COATS FINANCIAL PLANNING
Office #1: 139 S. English Station Road Suite 230, Louisville, KY 40245-3997RIA
CRD#: 122135
Louisville, KY
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(4/18/2016)
IAR
Indiana(4/20/2006)
IAR
Kentucky(4/20/2006)
IAR
Texas(9/8/2015)
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
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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
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Company Information
COATS FINANCIAL PLANNING
CRD#: 122135Louisville, KY 40245-3997TRUST BUT VERIFY
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