EB
Emily Beilman
LOUISVILLE, KY 40207
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CRD#: 7706702
EB
Emily Beilman
Professional summary
Emily Beilman, who also goes by Emily Jackson, was a registered financial advisor .
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Emily had worked at 3 firms .
At a Glance
Always Fiduciary
Aliases
Emily Jackson
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 dba Belle Trace Financial Planning. Planned separation from Coats Financial Planning, Inc. 3Q2026
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®
NoneExperience
Current
July 21, 2026 - Present
Office #1: 125 Chenoweth Lane Suite 207, Louisville, KY 40207
LOUISVILLE, KY
Past
July 24, 2024 - October 1, 2026
COATS FINANCIAL PLANNING
RIA
CRD#: 122135
LOUISVILLE, KY
Past
March 14, 2023 - July 12, 2024
PLANCORP, LLC
RIA
CRD#: 106599
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?
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
