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Featured Business Financial Advisor in Wichita, KS
Wichita Financial Advisors
Coe Financial Services, Inc.
8100 E. 22nd St. N., Bldg. 1400-2
Wichita, KS 67226
(316) 689-0900
“Because the Right Questions Lead to the Right Answers”
Advisor Profile
J. Richard Coe
Name:  J. Richard Coe
Phone Number:  (316) 689-0900
Website:  Visit Website

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

Gender:    Male
CRD#:    867571
Name of Custodial Firm:    TD Ameritrade Institutional
States Willing to do Business in:    Primarily KS, but from coast to coast.
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    31
Foreign Languages Serviced:    English
 

Education

Academic Background
 
Dick Coe graduated Magna Cum Laude from Macalester College (St. Paul, MN) in 1971 with Special Departmental Honors in Economics. He received his MBA from The University of Chicago in 1974 with majors in Finance and Accounting.



He has been a Certified Financial Planner professional since 1983, a Chartered Life Underwriter since 1991, and a Certified Senior Advisor since 2004.
He has stayed current on financial and economics issues for more than 30 years.
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Masters of Business Administration, Series 65, Certified Financial Planner, Series 7, Chartered Life Underwriter, Insurance License (Life & Health; Long Term Care; Specify below), Series 63
 

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 & 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.
 
 
 
Prepared By: J. Richard Coe

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