Kenneth Daniel Coe

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 11/2016
  First Heartland Capital, Inc
  Lake St Louis, MO
• 11/2016 → 10/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2016 → 05/2026
  Integrated Capital Management
  Bloomfield Hills, MI
• 05/2026 → Present
  Creative Financial Designs, Inc.
  Kokomo, IN

Previous Registrations

• 2016-11-01 → 2026-05-04
  Integrated Capital Management
  Bloomfield Hills, MI
• 2010-03-08 → 2016-10-31
  First Heartland Consultants, Inc.
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  West Bloomfield, MI
  Novi, MI
• 2007-02-27 → 2007-12-31
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

1. Independent Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-03
• S63 Uniform Securities Agent State Law Examination
  1985-09-04

Other Names

• Kenneth D Coe