J. Richard Coe
Coe Financial Services, Inc.

Tel: (316) 689-0900
8100 E. 22nd St. N., Bldg. 1400-2
Wichita, KS 67226

Because the Right Questions Lead to the Right Answers

Coe Financial Services, Inc. | Financial Advisor in Wichita ,KS

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.


General Information

Firm Start Year:   1983
No.of Employees:   2-4
Name of Custodial Firm:   TD Ameritrade Institutional
Number of Years with Current Firm:   31
Foreign Languages Serviced:   English


Services

Investment Types:   76504 , International Investments , Stocks , Stocks Mutual Funds , Bonds , Bond Mutual Funds , Real Estate , Annuities , Alternative Investments


Firm Information

Firm's Number of Clients:   120
Firm's Number of Managed Clients:   120
Assets Managed by Firm:   Yes
Assets Managed by Advisor:   $81,000,000


Compensation and Fees

Fee % Based on Assets:   1.2
Additional Details on Charges:   The incremental charge for new assets under management ranges from a high of 1.2´o a low of .5´depending on the amount of money managed.

Annual retainer services are available for those wanting financial planning services without asset management. The minimum first year retainer fee for financial planning services is $1,000.


J. Richard Coe

J. Richard Coe

Series 7, Series 63, Masters of Business Administration, Series 65, Life & Health; Long Term Care; Specify below, Chartered Life Underwriter, Certified Financial Planner, RIA


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.

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My Services


Financial Advice & Consulting

For more than 30 years we have provided financial advice on issues such as investments, insurance, retirement planning, education funding, pension benefits, and Social Security.


Financial Planning for Individuals

Over the years we have helped many individuals, both single and widowed, as well as couples. While clients typically start with some concerns and questions, the questions we ask our clients often stimulate more thinking. Our planning work facilitates a better understanding for our clients of where they stand in relation to their goals. we want to improve the odds that clients can accomplish their goals. If changes need to be made, sooner is often better.


Financial Planning for Businesses

Some of our clients are business owners. We do help business owners in a variety of ways. We no longer provide direct services to businesses.


Communities Served

Primarily KS but from coast to coast.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

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