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Stacy Wayne Coartney

Churchill Financial, LLC

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About Stacy Wayne Coartney

Stacy Wayne Coartney is an investment advisor representative at Churchill Financial, LLC in Louisville, KY. Stacy has been in the securities industry since November 25, 1989. Stacy has licenses to operate in Kentucky, Indiana and Texas. They hold several industry licenses and certifications, including Series 7, Series 63, Series 65 and Series 24. Stacy also is registered as an Investment Advisor Representative for the state of Texas. Stacy's firm, Churchill Financial, LLC, is an independent financial services firm that provides wealth management services to both individuals and businesses. The firm has a strong focus on providing personalized financial planning and investment management services to its clients.

Firm Information

Stacy Coartney is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Stacy Coartney’s Registration & Firm History

KY

06/25/2024 - Present

Churchill Financial, LLC (LOUISVILLE KY)

NA

03/16/1988 - 04/28/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1996

Series 4 - Registered Options Principal Examination

BC

Issued 01/16/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Wayne Coartney.
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