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Emily Beilman

Coats Financial Planning

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About Emily Beilman

Emily Beilman is a Certified Financial Planner® professional who has been in the financial services industry since 2012. Emily currently works as an Investment Advisor Representative at Coats Financial Planning, based in Louisville, Kentucky. Emily has previously worked at Plancorp, LLC in St. Louis, Missouri and Pathways, Inc in Ashland, Kentucky. Emily is registered to provide investment advice in Indiana and Kentucky. Emily's specializations include Financial Planning, Portfolio Management for Individuals.

Firm Information

Emily Beilman 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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Emily Beilman’s Registration & Firm History

KY

07/24/2024 - Present

Coats Financial Planning (LOUISVILLE KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Beilman.
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