Creative Planning Acquires Coe Financial Services
April 9, 2020
Creative Planning, Inc., a large independent Registered Investment Adviser, has acquired Coe Financial Services, an RIA based in Wichita, Kansas, bringing roughly $126 million of client assets into Creative Planning and establishing a Wichita office. The acquisition adds Richard Coe and his team to Creative Planning and expands the firm's geographic footprint and advisory capabilities in the region.
- Buyers
- Creative Planning, Inc.
- Targets
- Coe Financial Services
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Buyout
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