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Paul Robert Wehner

COE CAPITAL MANAGEMENT, LLC·HIGHLAND PARK, Illinois
Clean recordCOE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Robert Wehner is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with COE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COE CAPITAL MANAGEMENT, LLC
COE CAPITAL MANAGEMENT, LLC
AUM
$177M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: BENEFICIAL TERMS ON PRIVATE INVESTMENTS
Regulatory
SEC/IARD CRD# 5709543
Firm CRD# 112447
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at COE CAPITAL MANAGEMENT, LLC

Shari Elyse Coe
DEERFIELD, IL
Karen Joy Scott
DEERFIELD, IL

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