CHAD COE
Wealth Manager at Coe Financial Group- Claim this Profile
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Bio
Marty Gilbert
Chad is a man of great integrity. He is very open to helping those in need of financial or job search advice. He is very generous with his time and is constantly looking for ways to give back.
Michael Morawski
I put Chad and I studied together for the simple reason we continue to learn from each other. We participate in two mastermind groups and Chad always has great feedback and simple lessons to teach others. I have known Chad for 15 years and over those years watched him give back to others unconditionally. He has a heart filled with kindness and sincerity. His knowledge seems to know no boarders. Give Chad an opportunity to teach, speak or coach you and your organization and you will be glad you did.
Frank King
Chad eats, sleeps, and breaths the philosophy of giving value first without expectation of return, and he does it organically, it's just part and parcel of who he is.
Marty Gilbert
Chad is a man of great integrity. He is very open to helping those in need of financial or job search advice. He is very generous with his time and is constantly looking for ways to give back.
Michael Morawski
I put Chad and I studied together for the simple reason we continue to learn from each other. We participate in two mastermind groups and Chad always has great feedback and simple lessons to teach others. I have known Chad for 15 years and over those years watched him give back to others unconditionally. He has a heart filled with kindness and sincerity. His knowledge seems to know no boarders. Give Chad an opportunity to teach, speak or coach you and your organization and you will be glad you did.
Frank King
Chad eats, sleeps, and breaths the philosophy of giving value first without expectation of return, and he does it organically, it's just part and parcel of who he is.
Marty Gilbert
Chad is a man of great integrity. He is very open to helping those in need of financial or job search advice. He is very generous with his time and is constantly looking for ways to give back.
Michael Morawski
I put Chad and I studied together for the simple reason we continue to learn from each other. We participate in two mastermind groups and Chad always has great feedback and simple lessons to teach others. I have known Chad for 15 years and over those years watched him give back to others unconditionally. He has a heart filled with kindness and sincerity. His knowledge seems to know no boarders. Give Chad an opportunity to teach, speak or coach you and your organization and you will be glad you did.
Frank King
Chad eats, sleeps, and breaths the philosophy of giving value first without expectation of return, and he does it organically, it's just part and parcel of who he is.
Marty Gilbert
Chad is a man of great integrity. He is very open to helping those in need of financial or job search advice. He is very generous with his time and is constantly looking for ways to give back.
Michael Morawski
I put Chad and I studied together for the simple reason we continue to learn from each other. We participate in two mastermind groups and Chad always has great feedback and simple lessons to teach others. I have known Chad for 15 years and over those years watched him give back to others unconditionally. He has a heart filled with kindness and sincerity. His knowledge seems to know no boarders. Give Chad an opportunity to teach, speak or coach you and your organization and you will be glad you did.
Frank King
Chad eats, sleeps, and breaths the philosophy of giving value first without expectation of return, and he does it organically, it's just part and parcel of who he is.
Credentials
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Competent Communicator
Toastmasters InternationalApr, 2019- Nov, 2024 -
CWS - Certified Wealth Strategist
Canon Financial InstituteJan, 2008- Nov, 2024 -
Series 6, 7, 24, 51, 63, and 65
Financial Industry Regulatory Authority (FINRA)Jan, 1997- Nov, 2024
Experience
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Coe Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Jan 1998 - Present
Whether you’re saving for a specific goal, or trying to manage your own investments, Coe Financial Group can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you: Clarify your goals and help you develop a financial plan. Gain a comprehensive view of your financial picture. Invest in strategies that can help you achieve your objectives. Coe Financial Group's advisor are fiduciaries and puts your interests first by focusing on your financial well-being. Registered Representatives offering securities through Cetera Advisors LLC a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisors LLC, a registered investment adviser. First Allied entities are under separate ownership from any other named entity. www.coefinancial.com
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MasterMind Connections
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United States
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Career Transition Specialist
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Jan 1997 - Present
www.mastermindconnections.com I believe that collaboration with like minded peers holds the key to job transition success. That is why I established MasterMind Connections as a unique resource for Chicago area Senior Executives seeking a successful transition to their next career opportunity. Through collaboration and connection, our MasterMind format provides a proven alternative and supplemental approach to outplacement services. I help enhance peoples lives dramatically, by helping the members of the group reach their goals and dreams faster than if they work alone. The Mastermind Groups created and facilitate helps people focus on their goals. Whether it is enhancing a career, getting a new career, or just making a difference in the world.
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Cetera Advisors LLC
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United States
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Financial Services
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100 - 200 Employee
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Representative Advisory Council
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Jan 2022 - Present
The Representative Advisory Council (RAC) ensures that the perspective and needs of the firm’s financial advisors are considered when decisions are made that could impact the business of the advisor The Representative Advisory Council (RAC) acts in several capacities to First Allied and includes: Ensuring that the perspective and needs of the firm’s financial advisors are considered when decisions are made that could impact the business of the advisor Acting as a liaison between financial advisors and management Aiding in technological and procedural transitions
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Chad Coe Auctioneer
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Greater Chicago Area
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Benefit Auctioneer Specialist
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2000 - Present
www.chadcoeauctioneer.com As a Charity Auctioneer, Chad Coe has a gift for creating an atmosphere for enthusiastic giving. He energizes audiences at galas and fundraisers. His presence results in entertaining, profitable events for the organizers. Chad has become a specialist in Fundraising Benefit Auctions having raised millions for charitable organizations. Some of the charities we have worked with. Beyond Sports Foundation New Directions UChicago Medicine, Caring Cetera, Resources for Community Living, Glasa, St. Bede Academy Music Matters - Ravinia, Champions Banquet, The Leukemia & Lymphoma Society, Tennis Opportunity Program. JCFS, Wear Blue: Run To Remember, Catholic Charities Golf, Advocate Aurora Health Elyssa’s Mission, Heartland Health Centers, Project Syncere, Catholic Charities Gala St. Michael In Old Town, Susan G Komen, Boys and Girls Club, The Shelter A Safe Haven, Rogers Park Montessori, NAMI, Park District of Highland Park Waldorf School, USTA Foundation, Reading Power, Chabad, Foundation Fighting Blindness, The House of the Good SHepherd, Keshet, Paramount Theatre, Brotherhood for the Fallen, Turning Pointe, Hadassa, CJE, Black Ensemble Theatre, Special Kids Network, Northbrook Rotary, BJBE, Cystic Fibrosis, Spark Ventures, Career Place,
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Chad Coe Speaks
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Deerfield, Illinois
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Keynote Speaker
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Jan 2000 - Present
www.chadcoespeaker.com Chad Coe is a revered, charismatic, and powerful keynote speaker on the dynamics of human interaction. In his book, "The Power of Peopletizing," Chad chronicles his rise to prominence in the financial services industry and credits his ability to forge meaningful relationships as the key to his success. He shares a valuable perspective with his readers that they can favorably shape their destinies by focusing on the basic principles known as "peopletizing." He has also helped many charities raise millions of dollars with his auctioneering expertise! Chad's new book The Confident Leader has been extremely well received.
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Mayoral Candidate of Deerfield, IL
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Aug 2008 - Apr 2009
Chad campaigned actively to become the Mayor of the Chicago Suburb of Deerfield, Illinois. His platform remains visible and viable. Chad campaigned actively to become the Mayor of the Chicago Suburb of Deerfield, Illinois. His platform remains visible and viable.
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Accountant and Relationship Manager
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Jan 1987 - Dec 1998
Family owned accounting firm. Worked with over 200 companies managing their financials and taxes. Family owned accounting firm. Worked with over 200 companies managing their financials and taxes.
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Education
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1985 - 1987
University of Illinois Chicago
Bachelor of Business Administration - BBA, Finance & Marketing -
1983 - 1985
Parkland College
Associate's degree -
1979 - 1983
Deerfield HS
