Aaron Coates has been an investment adviser representative at Foothills Advisors since October 2022, and is not listed among the firm’s executive officers or direct owners. Aaron Coates holds a BS in Accounting and Finance from California State University, East Bay.
Foothills Advisors, LLC is a Cave Creek, AZ firm with $142M under management, 188 clients and 3 advisers in one office, as of its August 2026 filing.
Aaron Coates is Senior Wealth Advisor of Foothills Advisors. He has over 15 years of industry experience, starting his public accounting career with Deloitte and working at other local and national accounting firms.
Aaron Coates’ longest registration is the current one, 4 years at Foothills Advisors since 2022. Before joining Foothills Advisors in 2022, Aaron Coates was registered through Creative Planning and Keystone Wealth Partners LLC.
- Foothills Wealth Management, LLCAlso current– present · 1 yearCave Creek, AZ · Adviser representative · Firm CRD 335034
- Foothills Advisors, LLCCurrent– present · 4 yearsCave Creek, AZ · Adviser representative · Firm CRD 298408
- Creative Planning– · under a yearChandler, AZ · Adviser representative · Firm CRD 105348
- Keystone Wealth Partners LLC– · 2 yearsChandler, AZ · Adviser representative · Firm CRD 171811
- TMD & Associates, Inc.– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 113896
Professional designations
Listed by Foothills Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Aaron Coates is registered as an investment adviser representative in Arizona, since October 2022.
- ArizonaSince 21 October 2022
Examinations
No examinations are on Aaron Coates’s record.
- Full name
- Aaron Michael Coates
- CRD
- 7017086
- Firm
- Foothills Advisors · CRD 298408
- Office
- 6402 E Cave Creek Rd, Ste 4, Cave Creek, AZ 85331
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foothillsadvisors.com
Where does Aaron Coates work?
Aaron Coates is an investment adviser representative registered through Foothills Advisors, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Coates a financial advisor?
Yes. Aaron Coates has a current investment-adviser registration in Arizona, through Foothills Advisors since October 2022.
How many years of experience does Aaron Coates have?
Aaron Coates has 7 years in the financial industry, since March 2019, across 5 adviser firms.
Where did Aaron Coates work before Foothills Advisors?
Before Foothills Advisors, Aaron Coates was registered through Creative Planning, May 2022 to August 2022; Keystone Wealth Partners LLC, November 2019 to June 2022; TMD & Associates, Inc., September 2018 to July 2019.
Where is Aaron Coates based?
Aaron Coates’ registered office is in Cave Creek, AZ.
Is Aaron Coates registered with FINRA?
No. Aaron Coates has no current broker registration.
Is Aaron Coates a CFP?
Foothills Advisors lists Aaron Coates with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Aaron Coates’ record?
Search CRD 7017086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Coates’ full registration record.
