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Vernon C
Series 66
Marion, IA
Trustmont Advisory Group, Inc.
Vernon Coates is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Berthel Fisher & Company Financial Services, Inc. Coates is also involved with Henschen & Associates, LLC, where he serves as owner and SVP of Business Development, and he sits on the board of the Seaside Lighthouse Association, a nonprofit organization supporting low-income families. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.
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