

Coats Financial Planning, Inc. Information
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Coats Financial Planning, Inc.
Summary
Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, India...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2000
Contact Coats Financial Planning, Inc.
Organization Website
Contact Email
info@coatsfinancialplanning.com
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Coats Financial Planning, Inc. shows a diverse range of experience levels:
19% for 1–2 years13% for 3–4 years25% for 5–7 years31% for 8–10 years13% have over 11 years of service at Coats Financial Planning, Inc.Contact top employees from
Coats Financial Planning, Inc.
Anna Coats
Chief Compliance Officer / Office Manager
Stuart Coats
President
Emily Beilman
Senior Financial Planner
Tabitha Thomas
Financial Planner
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FAQ
Coats Financial Planning, Inc. operates in the Financial Services industries. More details can be found on the official website: coatsfinancialplanning.com.
The headquarters of Coats Financial Planning, Inc. are located in Louisville, United States.
Coats Financial Planning, Inc. currently employs 1-10 people.