|Firm Start Year:||2000|
|Name of Broker/Dealer:||First Allied Securities|
|Name of Custodial Firm:||Pershing, Charles Schwab, Fidelity|
|States Licensed in:||Illinois|
|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|
|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|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Long Term Care, Variable Annuity, Life, Variable Life|
|Advisor's Number of Clients:||175|
|Assets Managed by Advisor:||$140,000,000|
|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|
Compensation and Fees
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
|Organization:||Special Kids Network 1121 Lake Cook Road, Suite P, Deerfield, IL 60015|
|Duration :||01/01/1999-Currently holding|
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.
In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor.
As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether youre saving for a specific goal or trying to manage your own investments, Chad 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:
Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire. The retirement planning process often includes analyzing income sources, managing assets, determining future expenses, and estate planning.
Those who have changed jobs or retired and have left savings in a previous employer's retirement plan, such as a 401(k), may consider a rollover. A rollover involves moving your retirement savings from your workplace retirement plan to an IRA. This allows you to keep your savings tax-deferred. We can help you rollover your 401(k) and choose an appropriate IRA that fits your needs. Before deciding whether to retain assets in a 401(k) or rollover to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.
Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|
|Sat.||8:30 AM - 1:00 PM|
|Hubbard Woods||Lake Bluff|
|Lake Forest||Lake Zurich|
|Park Ridge||Round Lake|