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Kenneth Daniel Coe

Creative Financial Designs, Inc.

Shelby Township, MI

Kokomo, IN

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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-01
  • MI RA
    APPROVED
    Since 2026-05-01

Branch Locations

45445 Mound Rd, Suite 103, Shelby Township, MI 48317 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • 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
OrganizationCityStateFromTo
First Heartland Capital, Inc Lake St Louis MO 06/2009 11/2016
Purshe Kaplan Sterling Investments Albany NY 11/2016 10/2018
Integrated Capital Management Bloomfield Hills MI 11/2016 05/2026
Creative Financial Designs, Inc. Kokomo IN 05/2026 Present
Previous Registrations
Other Businesses

1. Independent Insurance Sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-03
S63 Uniform Securities Agent State Law Examination 1985-09-04
  • S65 Uniform Investment Adviser Law Examination
    2010-03-03
  • S63 Uniform Securities Agent State Law Examination
    1985-09-04
Other Names
  • Kenneth D Coe

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SHELBY TOWNSHIP, MI
KAIZEN WEALTH MANAGEMENT, LLC · SHELBY TOWNSHIP, MI
CITIZENS SECURITIES, INC. · SHELBY TOWNSHIP, MI
CETERA INVESTMENT ADVISERS LLC · SHELBY TOWNSHIP, MI
LPL FINANCIAL LLC · SHELBY TWP, MI
SPC · SHELBY TWP, MI
LPL FINANCIAL LLC · SHELBY TOWNSHIP, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Shelby Township, MI

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