Ken Coe

Ken has been active in financial services for nearly 40 years. In addition to the CLU and CRPC professional designations, he has passed the Series 6, 7, 22, 63 and 65 examinations.

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.

Ken is a multi-year recipient of the 5 Star Wealth Manager recognition in the Detroit area by D Business Magazine and has also been recognized as a Top Scoring Wealth Manager by Hour Detroit Magazine (2013 – 2020).

He became affiliated with Integrated Capital Management with the establishment of the firm.

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 involved in numerous community activities and is active in his church. They have two grown sons.

Professional Distinctions

  • B.A. University of Michigan
  • Series 7 – General Securities Representative Examination (inactive)
  • Series 65 – Uniform Investment Adviser Law Examination
  • CLU Chartered Life Underwriter – American College
  • CRPC Chartered Retirement Planning Counselor – College for Financial Planning
  • Life & Health License, Michigan, Ohio, Florida

*For description of award criteria please see legal disclosures

Get to Know Ken

Born: Michigan
Favorite Food: My wife’s roast beef with mashed potatoes and gravy
Sports Teams: University of Michigan football, Detroit Tigers baseball
Activities & Interests: Reading, biking, photography, and travel

We work with each client to draft a life plan, a road map of sorts, based on a deep understanding of personal goals, aspirations and resources.

Meet the team