Financial Advisor in Wichita, Kansas

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Qualifications of Financial Advisor in Wichita

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Financial Advisors in Wichita, Kansas
Financial Advisor Office Location Phone Number
Scott Wolford
Edelman Financial Engines, LLC
9747 E 21St. N.Suite 123,
Wichita, KS  67206
9747 E. 21st St. N. Suite 123,
Wichita, KS  67206
(316) 260-5200
J. Richard Coe
Coe Financial Services, Inc.
8100 E. 22nd St. N., Bldg. 1400-2,
Wichita, KS  67226
(316) 689-0900

Information on Qualified Financial Advisors in Wichita

Qualifications CRD# 109238
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 9747 E 21St. N.Suite 123,
Phone Number (316) 2605200

Office Location 9747 E. 21st St. N. Suite 123,
Wichita,KS  67206

Joined Financial Engines in 2010 with 17 years experience in financial services. Earned the distinction of Certified Financial Planner (CFP®).Successfully completed the Series 65 license administered by FINRA. B.S. in business administration with an emphasis in finance from Wichita State University.Hobbies include racquetball, golf and traveling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 867571

Office Location 8100 E. 22nd St. N., Bldg. 1400-2,
Phone Number (316) 6890900

In 1983 Richard Coe founded the financial planning and investment management business now known as Coe Financial Services. He has been a CERTIFIED FINANCIAL PLANNER professional since 1983. A well-known financial educator, Richard is a native of Wichita and a graduate of East High. He graduated Magna Cum Laude from Macalester College in 1971 with Special Departmental Honors in Economics. He earned his MBA from The University of Chicago (now called Chicago Booth) in 1974 with majors in Finance and Accounting. While in junior high school in the early 1960s he started investing in stocks with money earned from his paper route and from mowing lawns. He understands there is more to financial security than simply picking investments. Richard is the past President of the Financial Planning Association of Kansas, the Wichita Estate Planning Council and the Wichita Rotary Charitable Fund. Richard has been married to Deb since 1982 and they have two married sons, David and Doug. Richard enjoys reading and traveling. Perhaps most important to you is the fact that Richard Coe is known as a down-to-earth financial advisor you can truly trust.

About Coe Financial Services, Inc.

We help people who are approaching retirement (or, who are retired) to map out a game plan that addresses the critical financial issues so they can enjoy a retirement that is substantially free of financial worry. Virtually everyone has financial issues. Making wise decisions and avoiding big mistakes can make a huge difference. As one example, we help people understand the consequences of the various Social Security options. Even if people are not dependent on Social Security, getting this one right can make a substantial difference. With regard to investment management, we provide investors with some of the most advanced strategies. We offer strategies to help people make money in up markets and protect their money in down markets without having to ride the roller coaster all the way down. Our clients benefit from our personalized combination of both planning and investment management services.

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