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Stuart Wayne Coats

Coats Financial Planning

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About Stuart Wayne Coats

Stuart Wayne Coats is a financial advisor at Coats Financial Planning. Stuart has been a financial advisor since May of 2000 and has a Series 65 license. Stuart is also a Certified Financial Planner. Coats Financial Planning has a total of 156 clients. Of the clients, 38 are individual clients other than high-net-worth individuals and 118 are high-net-worth individuals. Stuart has specializations in Portfolio Management for Individuals and Financial Planning.

Firm Information

Stuart 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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Stuart Coats’s Registration & Firm History

KY

09/08/2015 - Present

Coats Financial Planning (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 06/05/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Wayne Coats.
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