National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Chad Coe

Coe Financial Group

1121 Lake Cook Road Suite P

Deerfield, IL 60015

847-282-3170

Helping to make well-informed decisions throughout your financial lifetime.

About Coe Financial Group

Serving Your Unique Financial Needs


Whether you're saving for a specific goal or trying to manage your own investments, Coe Financial Group can help you stay on track.

Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime.

A financial advisor can help you:

  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives


  • Coe Financial Group's advisors are fiduciaries and puts your interests first by focusing on your financial well-being.

    General Information

    Firm Start Year

    2000

    No.of Employees

    5-9

    CRD#

    2491459

    Firm CRD#

    2491459

    Name of Broker/Dealer

    First Allied Securities

    Name of Custodial Firm

    Pershing, Charles Schwab, Fidelity

    States Licensed in

    Illinois

    Years of Experience in Financial Services

    35

    Number of Years with Current Firm

    22

    I work with the following types of clients

    Non-Profit Organizations, Individual Investors, Businesses

    Advisory Services Provided

    Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, 401K Rollovers

    Services

    Investment Types

    Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Hedge Funds, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)

    I can meet clients in the following ways

    At your office, Via Email, At my office, At your home, Our Offices, Video Conference, Via Phone

    Compliance

    Registered Representative

    Yes

    Investment Advisor Representative

    Yes

    I am an acknowledged fiduciary

    Yes

    Compliance Disclosures in Last 5 years

    I have a clean record

    Criminal Disclosures in Last 5 years

    I have a clean record

    Qualifications & Membership

    Securities Licenses

    Series 65, Series 6, Series 7, Series 24, Series 63

    Insurance and Annuity Licenses

    Annuity, Long Term Care, Variable Annuity, Life, Variable Life

    Firm Information

    Advisor's Number of Clients

    175

    Assets Managed by Advisor

    $140,000,000

    Compensation and Fees

    Fee Structure

    Fee-Based

    Compensation Methods

    Flat Fee

    Disclaimer

    Registered Representatives offering securities through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, a registered investment adviser. First Allied entities are under separate ownership from any other named entity.