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Chad Coe

Coe Financial Group

1121 Lake Cook Road Suite P

Deerfield, IL 60015
(847) 2823170

Values Based Financial Planning

About Coe Financial Group

At Coe Financial Group, our priority is to thoroughly understand you and your needs. The best way to do this is by listening. Through a comprehensive process, we begin by taking the time to learn about you and your immediate and long-term goals. We ask the questions you may have not considered and evaluate the consequences you may not have foreseen.

By asking the right questions, we can learn about you and your family. This helps us better understand what is important to you when helping you make smart choices about your money and financial future. Rather than simply recommend investment options, we take the time to learn about what type of investor you are. How much risk are you comfortable taking? Are you more focused on building or preserving your wealth? What is your time frame for pursuing your goals? These questions and more help us understand your specific financial needs and design personalized strategies.

Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions. Read more about some of the common questions we ask you.

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

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

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

I can meet clients in the following ways

Via email, Via phone, At your office, At your home, Video Conference, At my office

Compliance

Registered Investment Advisor

No

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

Certifications, Accreditations & Designations

RFC®

Securities Licenses

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

Insurance and Annuity Licenses

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

Financial Organization Memberships

Paladin Registry

Firm Information

Advisor's Number of Clients

175

Assets Managed by Advisor

$110,000,000

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, Inc., a registered investment adviser. First Allied entities are under separate ownership from any other named entity.