David M Coen

Current Employers

Employment History

• 01/2009 → Present
  College Planning America
  Laguna Hills, CA
• 12/2014 → 12/2019
  Cetera Advisor Network, Llc
  El Segundo, CA
• 09/2015 → 03/2026
  Sageview Advisory Group
  Irvine, CA
• 12/2025 → 03/2026
  Creative Planning, Llc
  Newport Beach, CA
• 03/2026 → Present
  Sovran Advisors Llc
  Costa Mesa, CA

Previous Registrations

• 2025-12-11 → 2026-04-02
  Creative Planning
  Overland Park, KS
  Newport Beach, CA
• 2015-09-18 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  Lake Forest, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MULTIPLE LINES OF INSURANCE START DATE: 12/2014 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: FIXED ANNUITIES AND LIFE INSURANCE 2. NAME OF OTHER BUSINESS: COLLEGE PLANNING AMERICA INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: COLLEGE COUNSELING/PLANNING / INVESTMENT MANAGEMENT/FINANCIAL PLANNING START DATE: 1/2000 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER/INVESTMENT MANAGEMENT/FINANCIAL PLANNING/COLLEGE PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-09
• S63 Uniform Securities Agent State Law Examination
  2015-03-02

Other Names

• David Macdonald Coen