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.
|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:||Individual Investors, Businesses, Non-Profit Organizations|
|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|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Life, Annuity, Variable Life|
|Financial Organization Memberships:||Paladin Registry|
|Advisor's Number of Clients:||175|
|Assets Managed by Advisor:||$110,000,000|
|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|
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.
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 17 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. As an experienced specialist in wealth management strategies, he specializes in structuring programs based on a clients personal values, goals, and risk tolerance. He works with clients to bridge the gap between where they are now and where they want to be in the future.
While serving a diverse client base, Chad works closely with executives and business professionals. A highly respected business coach and connector of businesspeople, he encourages and motivates others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of The Power of Peopletizing: Networking Your Way To Financial Freedom. A highly sought after keynote speaker, his keen insight into human interaction and how to make quality business connections is in great demand in todays Relationship Economy. Through his Strategic Mastermind Groups, his goal is to use his enthusiasm, passion, optimism, and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their career goals.
Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations. An Investment Executive with First Allied Securities, a certificant of the Certified Wealth Strategist® (CWS®) designation. He is a past member of First Allied Securities Representative Advisory Council He received his bachelors in business with an emphasis in finance from the University of Illinois at Chicago.
Chads passion for helping extends beyond the business and financial world. With a tremendous philanthropic spirit, Chad is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. He also served on the Board of Trustees of Keshet. In his spare time, he enjoys auctioneering, playing tennis and racquetball, and enjoying time with his wife Jill and sons Geoffrey, Jordan & Zachary.
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 employers 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.
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|