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Tabitha N. Tiefermann

LOUISVILLE, KY 40207
Some features on this profile are disabled
CRD#: 7491398
TT
Tabitha Nicole Tiefermann

Professional summary

Tabitha Nicole Tiefermann, who also goes by Tabitha N Thomas, Tabitha Thomas, Tabitha N Tiefermann, was a registered financial advisor .

Tabitha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tabitha had worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Tabitha N Thomas | Tabitha Thomas | Tabitha N Tiefermann

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.
Member and Firm Principal of Belle Trace LLC. Will transition fully from Coats Financial Planning, Inc. in 3Q2026

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

July 21, 2026 - Present

Office #1: 125 Chenoweth Lane Suite 207, Louisville, KY 40207
LOUISVILLE, KY
Past

August 19, 2022 - October 1, 2026

COATS FINANCIAL PLANNING

RIA
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
Kentucky
(7/21/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/19/2022
Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

No current employment

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