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Betsy Mays

Coffman Wealth Advisors, LLC

Poplar Bluff, MO

CRD 8181726

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Employer firm

Coffman Wealth Advisors, LLC CRD 339269

$477.0K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Coffman Wealth Advisors, Llc

2005 N Westwood Blvd, Poplar Bluff, MO 63901 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-11
  • MO RA
    APPROVED
    Since 2025-12-11

Branch Locations

2005 N Westwood Blvd, Poplar Bluff, MO 63901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coffman And Company P.C. Poplar Bluff MO 12/2001 Present
Coffman Wealth Advisors, Llc Poplar Bluff MO 10/2025 Present
Other Businesses

Coffman and Company, P.C.; non-investment related; 2005 N. Westwood Blvd. Poplar Bluff, MO 63901; Accounting; Shareholder; 12/2001; 160 hrs./mo; 110 hrs/mo; Provides accounting, tax compliance, bookkeeping, payroll tax compliance.

Designations
  • Certified Financial Planner

View on SEC IAPD

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