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Paul Edwin Coan

Paul E. Coan

RATON WEALTH
Indianapolis, IN 46256
Some features on this profile are disabled
CRD#: 3225730
Paul Edwin Coan

Professional summary

Paul Edwin Coan, CFP®, ChFC® is a registered financial advisor currently at RATON WEALTH located in Indianapolis, Indiana.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 5 firms and has passed the Series 66, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edwin Coan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

ChFC®

Chartered Financial Consultant

Experience

Current

September 19, 2017 - Present

RATON WEALTH

Office #1: 10475 Crosspoint Blvd Suite 250, Indianapolis, IN 46256
RIA
CRD#: 290027
Indianapolis, IN
Past

January 30, 2014 - October 19, 2017

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA
CRD#: 118739
INDIANAPOLIS, IN
Past

August 25, 2004 - January 24, 2014

WEALTH PLANNING & MANAGEMENT, LLC

RIA
CRD#: 112533
FISHERS, IN
Past

November 10, 2000 - August 30, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 3, 2000 - August 30, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
INDIANAPOLIS, IN
Past

July 16, 1999 - July 19, 2000

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(9/19/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/14/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/17/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
RATON WEALTH
RATON WEALTH | RATON, LLC

CRD#: 290027 / SEC#:

Indiana
Registered Investment Advisory firm - (9/19/2017 Approved)
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Contact information

Main Address
10475 Crosspoint Blvd Suite 250, Indianapolis, IN 46256
Mailing Address
Phone number
(317) 967-2010
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 15,768,013

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RATON WEALTH

CRD#: 290027Indianapolis, IN 46256

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