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Chad Coe

Coe Financial Group

1121 Lake Cook Road Suite P

Deerfield, IL 60015


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


    No.of Employees




    Firm CRD#


    Name of Broker/Dealer

    First Allied Securities

    Name of Custodial Firm

    Pershing, Charles Schwab, Fidelity

    States Licensed in


    Years of Experience in Financial Services


    Number of Years with Current Firm


    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


    Investment Types

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

    Can meet clients in the following ways

    Your Office, Via Phone, Our Office, Your Home, Our Offices, Video Conference, Via Email


    Registered Representative


    Investment Advisor Representative


    Acknowledged fiduciary


    Compliance Disclosures in Last 5 years

    Have a clean record

    Criminal Disclosures in Last 5 years

    Have a clean record

    Qualifications & Membership

    Securities Licenses

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

    Insurance and Annuity Licenses

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

    Firm Information

    Advisor's Number of Clients


    Advisor's Number of Managed Clients


    Assets Managed by Advisor


    Compensation and Fees

    Fee Structure


    Compensation Methods

    Based on Assets


    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.