Emily Beilman

125 Chenoweth Lane Suite 207, Louisville, KY 40207 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-07-21

Branch Locations

125 Chenoweth Lane Suite 207, Louisville, KY 40207 • United States

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2024-07-24
KY	RA	APPROVED	2024-07-24

Branch Locations

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

Organization	City	State	From	To
Plancorp, Llc	St. Louis	MO	07/2019	10/2020
Plancorp, Llc	St. Louis	MO	07/2022	07/2024
Western Kentucky University	Bowling Green	KY	08/2015	05/2019
Pathways, Inc	Ashland	KY	05/2012	06/2019
Plancorp, Llc	St. Louis	MO	06/2018	08/2018
Coats Financial Planning, Inc.	Louisville	KY	07/2024	Present
Plancorp, Llc	St. Louis	MO	11/2020	06/2022
Belle Trace Llc Dba Belle Trace Financial Planning	Louisville	KY	01/2026	Present

07/2019 → 10/2020

Plancorp, Llc

St. Louis, MO
07/2022 → 07/2024

Plancorp, Llc

St. Louis, MO
08/2015 → 05/2019

Western Kentucky University

Bowling Green, KY
05/2012 → 06/2019

Pathways, Inc

Ashland, KY
06/2018 → 08/2018

Plancorp, Llc

St. Louis, MO
07/2024 → Present

Coats Financial Planning, Inc.

Louisville, KY
11/2020 → 06/2022

Plancorp, Llc

St. Louis, MO
01/2026 → Present

Belle Trace Llc Dba Belle Trace Financial Planning

Louisville, KY

Member and Firm Principal of Belle Trace LLC dba Belle Trace Financial Planning. Planned separation from Coats Financial Planning, Inc. 3Q2026

Other Firms