Teresa Lipscomb Christensen

Current Employers

Coats Financial Planning

139 S. English Station Road Suite 230, Louisville, KY 40245-3997 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-04-25
IN	RA	APPROVED	2011-01-28
KY	RA	APPROVED	2011-01-28

FL RA
APPROVED

Since 2016-04-25
IN RA
APPROVED

Since 2011-01-28
KY RA
APPROVED

Since 2011-01-28

Branch Locations

Dunnellon, FL • 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

Organization	City	State	From	To
Christensen Consulting	Elizabethtown	KY	08/2010	08/2022
Christensen Consulting	Dunnellon	FL	08/2022	Present

08/2010 → 08/2022

Christensen Consulting

Elizabethtown, KY
08/2022 → Present

Christensen Consulting

Dunnellon, FL

Other Businesses

Theresa Christensen is the owner of the sole proprietorship Christensen Consulting. As stated in Section 1 (General Information), Ms. Christensen operates as a contractor for Coats Financial Planning, and it is under the Christensen Consulting business. Ms. Christensen operates out of her home in Dunnellon, FL, with visits to Kentucky every quarter to meet with clients. Address is disclosed in Coats Financial Planning, Inc.'s ADV Pt. 1. Christensen Consulting has no other clients or investment related business other than the business relationship with Coats Financial Planning.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-01-27

S65 Uniform Investment Adviser Law Examination

2011-01-27

Designations

Other Names

Teri Lynn Lipscomb
Teresa Lynn Lipscomb

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