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RIA / WealthAdvisor41 years in industry

KENNETH DANIEL COE

Advisor at CREATIVE FINANCIAL DESIGNS, INC.

KOKOMO, IN | Shelby Township, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2066bf15-787c-ab6f-0460-92f5c75bd778

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE FINANCIAL DESIGNS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 4, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 4, 1985
First registration: Feb 27, 2007
Dual registered: no
Other names: KENNETH D COE
IAPD individual key: 814738

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	May 1, 2026	n/a	yes	Shelby Township, MI\|KOKOMO, IN	Current employment
INTEGRATED CAPITAL MANAGEMENT	Independent wealth	Nov 1, 2016	May 4, 2026	no	BLOOMFIELD HILLS, MI	Previous registration
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Mar 8, 2010	Oct 31, 2016	no	BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|WEST BLOOMFIELD, MI\|NOVI, MI	Previous registration
OSAIC FA, INC.	Former SEC adviser	Feb 27, 2007	Dec 31, 2007	no	SOUTHFIELD, MI\|SOUTHFIELD, MI\|SOUTHFIELD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED CAPITAL MANAGEMENT	CREATIVE FINANCIAL DESIGNS, INC.	May 4, 2026	May 1, 2026	-3	Firm change	RIA to ibd
FIRST HEARTLAND CONSULTANTS, INC.	INTEGRATED CAPITAL MANAGEMENT	Oct 31, 2016	Nov 1, 2016	1	Firm change	Other
OSAIC FA, INC.	FIRST HEARTLAND CONSULTANTS, INC.	Dec 31, 2007	Mar 8, 2010	798	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110377:284766:MI:2016-10-31	Oct 31, 2016	Nov 1, 2016	NOVI, MI	Firm change

Relationships

Registered with (4)

→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ INTEGRATED CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Nov 1, 2016 to May 4, 2026factForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Mar 8, 2010 to Oct 31, 2016factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Feb 27, 2007 to Dec 31, 2007factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Kenneth Daniel Coe left Integrated Capital Management for Creative Financial Designs, Inc. (registered 2026-05-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2066bf15-787c-ab6f-0460-92f5c75bd778
First observed: Feb 27, 2007
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KENNETH DANIEL COE

Advisor at CREATIVE FINANCIAL DESIGNS, INC.

KOKOMO, IN | Shelby Township, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2066bf15-787c-ab6f-0460-92f5c75bd778

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CREATIVE FINANCIAL DESIGNS, INC.

Bd affiliated wealth

May 1, 2026

n/a

yes

Shelby Township, MI|KOKOMO, IN

Current employment

INTEGRATED CAPITAL MANAGEMENT

Independent wealth

Nov 1, 2016

May 4, 2026

BLOOMFIELD HILLS, MI

Previous registration

FIRST HEARTLAND CONSULTANTS, INC.

Bd affiliated wealth

Mar 8, 2010

Oct 31, 2016

BLOOMFIELD HILLS, MI|BLOOMFIELD HILLS, MI|WEST BLOOMFIELD, MI|NOVI, MI

Previous registration

OSAIC FA, INC.

Former SEC adviser

Feb 27, 2007

Dec 31, 2007

SOUTHFIELD, MI|SOUTHFIELD, MI|SOUTHFIELD, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INTEGRATED CAPITAL MANAGEMENT

CREATIVE FINANCIAL DESIGNS, INC.

May 4, 2026

May 1, 2026

-3

Firm change

RIA to ibd

FIRST HEARTLAND CONSULTANTS, INC.

INTEGRATED CAPITAL MANAGEMENT

Oct 31, 2016

Nov 1, 2016

Firm change

Other

OSAIC FA, INC.

FIRST HEARTLAND CONSULTANTS, INC.

Dec 31, 2007

Mar 8, 2010

798

Firm change after gap

Other

Team

Left

Joined

From

Kind

110377:284766:MI:2016-10-31

Oct 31, 2016

Nov 1, 2016

NOVI, MI

Firm change