PROFESSIONAL DISTINCTIONS

B.A.
The University of Michigan

SERIES 7
General Securities Representative

SERIES 63
Uniform Securities State Law Examination

SERIES 65
Registered Investment Advisor Representative

CLU
Chartered Life Underwriter –
American College

CRPC
Chartered Retirement
Planning Counselor –
College for Financial Planning

LIFE & HEALTH INSURANCE LICENSE
Michigan, Ohio, Florida

Kenneth D. Coe CLU | CRPC
PRIVATE WEALTH ADVISOR
Phone: 248-593-8900 EXT 5
Email: kcoe@icapitalmgt.com

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Ken has been active in financial services for over 30 years. In addition to the CLU and CRPC professional designations, he holds Series 6, 7, 22, 63 and 65 securities registrations.

 

A 1971 graduate of the University of Michigan with a BA in political science, he is a lifetime member of the University Alumni Association as well as a member of its’ Presidential Society and Victors Club.

 

Ken began his financial career with The Hartford Insurance Group where he spent 10 years, three as Michigan Regional Sales Director for their Life Insurance Company. He later spent over 20 years affiliated with CIGNA and Lincoln Financial Advisors following their merger; twice being named Regional Planner of the Year.

 

He became affiliated with First Heartland when he and several partners transitioned their group.

 

Ken’s practice focuses on comprehensive Financial Planning including Wealth Management, Estate Planning, Business Continuity, and Retirement. His clients consist of business owners, executives, professionals and retiree’s.

 

He and his wife, Sally reside in Clarkston, Michigan where he has been active in Boy Scouts, Youth baseball, PTA, Band Boosters and is active in his church. They have 2 grown sons.

 

GET TO KNOW YOUR ADVISOR

Born: Michigan
Favorite Food: My Wife’s Roast Beef with Mashed Potatoes and Gravy
Favorite Sports Team: University of Michigan Football, Detroit Tigers Baseball
Activities & Interests: Reading, Biking and Photography
Something You May Not Know About Ken: To the amazement of his two sons, Ken once drove the length of the state of Nebraska without a car passing him.

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