Erin N. Coatney

KYLE S. SCOTT FINANCIAL PLANNING

FORT COLLINS, CO 80525

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CRD#: 7014376

Professional summary

Erin Nicole Coatney, who also goes by Erin Coatney, is a registered financial advisor currently at KYLE S. SCOTT FINANCIAL PLANNING, INC. located in Fort Collins, Colorado.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Erin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Coatney

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.

Independent insurance agent; not investment related; 125 S. Howes St Suite 280, Fort Collins CO 80521; started 10/25/2019; 2 hours spent per month on this activity; 0 hours spent per month during trading hours on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Nicole Coatney'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®

None

Experience

Current

November 1, 2018 - Present

KYLE S. SCOTT FINANCIAL PLANNING, INC.

Office #1: 2000 S. College Ave Suite 310, Fort Collins, CO 80525

RIA

CRD#: 286364

FORT COLLINS, CO

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

Colorado
(11/1/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/2018

Uniform Investment Adviser Law Examination

Current Firm

KYLE S. SCOTT FINANCIAL PLANNING, INC.

CRD#: 286364 / SEC#:

Colorado

Registered Investment Advisory firm - (2/9/2017 Approved)

Texas

Registered Investment Advisory firm - (1/6/2017 Conditional Restricted)

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Contact information

Main Address

2000 S. College Ave Suite 310, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 893-4968

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 63,006,359

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.

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Erin N. Coatney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Nicole Coatney's CRS (Customer Relationship Summary).

Certified licenses

Experience

KYLE S. SCOTT FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2018

Current Firm

KYLE S. SCOTT FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KYLE S. SCOTT FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

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