J. Richard  Coe,  CFP<sup>&reg;</sup> - Financial Advisor

J. Richard Coe, CFP®

President

Coe Financial Services, Inc.

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

General

J. Richard Coe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coe Financial Services, Inc. in Wichita, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CA, KS
  • Health/disability insurance: CA, KS
  • Fixed annuities: CA, KS
  • Variable annuities: CA, KS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources