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Coe Financial Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Coe Financial Group is a privately owned wealth management practice based in Northbrook, Illinois. For more than a decade, it provides personalized financial guidance with an emphasis on an unbiased, objective approach enabled by its independence. Its typical clients include individuals, doctors, and business owners, and the firm currently manages or advises on over $250 million in client assets. The company delivers financial and investment services through Cetera Advisors LLC to business owners and their employees, with securities offered by Cetera Advisors LLC and advisory services provided through Cetera Investment Advisers LLC. Cetera firms operate under separate ownership from Coe Financial Group.

Find Coe Financial Group employees' phone numbers or email addresses

Coe Financial Group Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Coe Financial Group's Leadership

  • Stylized image of a person
    A. W.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    Mobile Phone

Coe Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Coe Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 13, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 15, 2026

Frequently Asked Questions

What is Coe Financial Group known for?

Minus sign iconPlus sign iconCoe Financial Group was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 1466 Techny Road Northbrook, Illinois 60062 United States; you can contact the main corporate office by phone at
+1-847-444-****
. Explore Coe Financial Group's company overview page for more information.

What is Coe Financial Group's most common email format?

Minus sign iconPlus sign iconCoe Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coe Financial Group email formats with LeadIQ.

How many employees does Coe Financial Group have currently?

Minus sign iconPlus sign iconCoe Financial Group has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Coe Financial Group's key employees and leadership?

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As of May 2026, Coe Financial Group's key employees include:

  • Wealth Manager: A. W.
  • Financial Advisor: J. B.

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