KC
Kenneth D. Coe
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
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CRD#: 814738
KC
Professional summary
Kenneth Daniel Coe, who also goes by Kenneth D Coe, is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Kenneth has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth D Coe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Integrated Capital Management. Investment Related. 21 East Long Lake Road, Suite 102, Bloomfield Hills, MI 48304. Financial Planning, Investment Advising. Financial Advisor; Agent. 11/2016. 80 Hrs/Mo; All During Trading Hours. Providing Financial Planning and Investment Advisory Services to Clients.
2. Fixed Insurance, Various Carriers. Not Investment Related. 21 East Long Lake Road, Suite 102, Bloomfield Hills, MI 48304. Sale, Distribution and Servicing of Insurance. 01/2011. 10 Hrs/Mo; All During Trading Hours. Marketing, Servicing, Distribution of Life, LTC, and Disability Insurance.
3)PKS FINANCIAL SERVICES; NOT INVESTMENT RELATED; 21 E. LONG LAKE RD. SUITE 102 BLOOMFIELD HILLS, MI 48304; FIXED INSURANCE; AGENT; 1/2016; 5 HOURS/MONTH; 5 HOURS DURING TRADING HOURS; OFFER FIXED INSURANCE SOLUTIONS TO CLIENTS
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Daniel Coe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2016 - Present
INTEGRATED CAPITAL MANAGEMENT
Office #1: 21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304RIA
CRD#: 284766
Bloomfield Hills, MI
Past
November 1, 2016 - November 1, 2018
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bloomfield Hills, MI
Past
March 8, 2010 - October 31, 2016
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
BLOOMFIELD HILLS, MI
Past
June 2, 2009 - October 31, 2016
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMFIELD HILLS, MI
Past
February 27, 2007 - December 31, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
June 1, 1998 - June 2, 2009
OSAIC FA, INC.
BD
CRD#: 3978
SOUTHFIELD, MI
Past
July 26, 1985 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
November 10, 1975 - September 3, 1985
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC
CRD#: 284766 / SEC#: 801-112907
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)California
Registered Investment Advisory firm - (8/9/2018 Terminated)Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(11/1/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/3/1975
Registered Representative ExaminationCurrent Firm
IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC
CRD#: 284766 / SEC#: 801-112907
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)California
Registered Investment Advisory firm - (8/9/2018 Terminated)Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 593-8900
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,895 |
| AUM (Assets Under Management) | $ 367,640,688 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
