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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,
Financial Engines Advisors, LLC
9747 E. 21st St. N. Suite 123,
Eastborough, KS  67206
9747 E 21St. N.Suite 123,
Wichita, KS  67206
(316) 260-5200
(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# 2218064
FirmCRD# 104510
Series 4, 7, 24, 27, 53, 55, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 9747 E. 21st St. N. Suite 123,
Eastborough,
KS 
67206
Phone Number (316) 260-5200

Office Location 9747 E 21St. N.Suite 123,
Wichita,KS  67206
Phone Number (316) 2605200

Joined Financial Engines in 2010. Began his career in the financial services industry in 1993. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification(s). Bachelor's degree in Business Administration from Wichita State University. Scott enjoys racquetball, golfing, and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 867571


Office Location 8100 E. 22nd St. N., Bldg. 1400-2,
Wichita,
KS 
67226
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.