COATS FINANCIAL PLANNING

COATS FINANCIAL PLANNING of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 122135).

Registration

• CRD: 122135
• Type: Registered investment adviser
• Location: 139 S. ENGLISH STATION ROAD, LOUISVILLE, KY, 40245-3997
• Phone: 502-426-0300
• Latest filing: 2026-06-23
• Clients: 5

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search