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Anna R Coats

Coats Financial Planning

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About Anna R Coats

Anna R. Coats is an Investment Advisor Representative with Coats Financial Planning, located in Louisville, KY. Anna has been in the industry since 2014 and has a Series 65 license. Anna is registered with the states of Florida, Indiana, Kentucky, and Texas. Anna specializes in Financial Planning and Portfolio Management for Individuals. Anna is also the Owner and Principal of Via Lata, LLC, a small supply chain operations and compliance consulting firm.

Firm Information

Anna Coats is currently registered with Coats Financial Planning. Coats Financial Planning is an investment advisor with 5 investment advisor representatives and 5 investment advisory functions. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has a total of 156 clients, with 118 high-net-worth individuals and 38 individuals other than high-net-worth. They do not have any reported assets under management.

Not reported

Assets Under Management

156

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Anna Coats’s Registration & Firm History

KY

03/22/2016 - Present

Coats Financial Planning (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 03/22/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna R Coats.
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