Paul Edwin Coan

Employer firm

Raton Wealth CRD 290027

$18.1M regulatory AUM 15 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters
Market timing
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raton Wealth

11 Municipal Drive Suite 200, Fishers, IN 46038 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2017-09-19

IN RA
APPROVED

Since 2017-09-19

Branch Locations

11 Municipal Drive Suite 200, Fishers, IN 46038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sheaff Brock Investment Advisors, Llc	Indianapolis	IN	01/2014	Present

01/2014 → Present

Sheaff Brock Investment Advisors, Llc

Indianapolis, IN

Previous Registrations

2014-01-30 → 2017-10-19

Sheaff Brock Investment Advisors, Llc

Indianapolis, IN
2004-08-25 → 2014-01-24

Wealth Planning & Management, Llc

Fishers, IN
2000-11-03 → 2004-08-30

Morgan Stanley Dw Inc.

Indianapolis, IN

Other Businesses

Ploutos Communication LLC, 10090 Windward Pass, Fishers, IN 46037 Not investment related Owner/Managing Partner/Editor in Chief An Educational Publishing Company 24 hours per month devoted to this business

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-09-28

S66 Uniform Combined State Law Examination

2000-09-28

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Paul Edwin Coan

View on SEC IAPD