Unclaimed Profile

Paul Robert Wehner

COE CAPITAL MANAGEMENT, LLC·HIGHLAND PARK, Illinois

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record16 years registeredCOE CAPITAL MANAGEMENT, LLC

430 PARK AVENUE, HIGHLAND PARK, IL 60035CRD# 5709543Firm CRD# 112447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Robert Wehner · HIGHLAND PARK, IL

Registration

CRD #5709543 · COE CAPITAL MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ARAX ADVISORY PARTNERS

Jun 2025 – present

KINGSWOOD CAPITAL PARTNERS, LLC

Dec 2022 – present

SCHECHTER INVESTMENT ADVISORS, LLC

Jan 2022 – Jul 2025

Deerfield, IL

COE CAPITAL MANAGEMENT, LLC

Feb 2017 – Oct 2021

DEERFIELD, IL

E. A. HORWITZ LLC

Jul 2016 – Dec 2016

DEERFIELD, IL

DLS CAPITAL MANAGEMENT LLC

Nov 2009 – Jul 2014

NORTHFIELD, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · November 19, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COE CAPITAL MANAGEMENT, LLC

CRD 112447 · SEC 801-56483

AUM

$177M

Regulatory assets under management

Employees

195 client accounts

Services offered by COE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COE CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HIGHLAND PARK?

Browse all registered financial advisors in HIGHLAND PARK, Illinois or claim this profile if it's yours.

Browse HIGHLAND PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Robert Wehner offer?

Paul Robert Wehner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLAND PARK, Illinois for a consultation.

What are Paul Robert Wehner's credentials?

Paul Robert Wehner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Robert Wehner located?

Paul Robert Wehner is based in HIGHLAND PARK, Illinois, working with COE CAPITAL MANAGEMENT, LLC. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.

How does Paul Robert Wehner charge for services?

Paul Robert Wehner's firm is compensated through percentage of aum, subscription fees, other: beneficial terms on private investments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COE CAPITAL MANAGEMENT, LLC?

COE CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →