CFP
CFP
Emily Beilman is a CFP-designated registered investment advisor at Belle Trace Financial Planning, based in Louisville, KY, with 3 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Contact
Emily Beilman
Location
139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Belle Trace Financial Planning
July 2026 - Present · 3 mos
Coats Financial Planning
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Plancorp, LLC
March 2023 - July 2024 · 1 yr 4 mos
State Registrations2 states
INKY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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Contact
Emily Beilman