Coe Financial Services, Inc.

Coe Financial Services, Inc. (CRD# 112027) is a financial advisory firm headquartered in Wichita, KS. They manage $94,340,000 in 328 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $287,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, LA, TX

Financial Advisors at Coe Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John R. Coe
CRD#: 867571
8100 E. 22nd N., Bldg. 1400-2, Wichita, KS 67226
96
Wealthminder
score

John Coe (CRD# 867571) is an Investment Advisor Representative working at Coe Financial Services, Inc. in Wichita, KS and has over 33 years of experience in the finance industry. John Coe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James E. De Kalb
CRD#: 5457438
8100 East 22nd St. N, Bldg 1400-2, Wichita, KS 67226
93
Wealthminder
score

James De Kalb (CRD# 5457438) is an Investment Advisor Representative working at Coe Financial Services, Inc. in Wichita, KS and has over 6 years of experience in the finance industry.

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