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
Explore More
Related Acquisitions
-
Creative Planning Acquires Miller Financial Management
August 18, 2020
Wealth Management
Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.
-
Creative Planning Acquires CTB Financial Services
August 22, 2023
Financial Services
Creative Planning, a leading independent Registered Investment Advisor, has acquired CTB Financial Services, Ltd., a Minneapolis-based RIA known for tax-focused wealth planning. The deal expands Creative Planning's tax-planning capabilities and integrates CTB's advisory services into Creative Planning's broader wealth management platform.
-
Creative Planning Acquires Keystone Wealth Partners
April 12, 2022
Financial Services
Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.
-
Creative Planning Acquires Ferris Capital
June 1, 2022
Wealth Management
Creative Planning LLC has acquired Ferris Capital, LLC, a Massachusetts-based registered investment adviser with $755 million in assets under management. The deal expands Creative Planning's footprint into the Massachusetts market and brings Ferris Capital's advisory team and wealth-planning capabilities into Creative's platform, which manages or advises on over $225 billion in assets.
-
Creative Planning Acquires Kowal Investment Group
December 21, 2024
Financial Services
Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.
-
Creative Planning Acquires Kistler-Tiffany Advisors
October 3, 2023
Financial Services
Creative Planning, a leading independent RIA based in Overland Park, Kansas, has acquired Kistler-Tiffany Advisors, an independent fiduciary specializing in wealth management, estate planning and business succession for high-net-worth families. The acquisition expands Creative Planning’s advisory capabilities and client service offerings by integrating Kistler-Tiffany’s experienced team and specialized expertise.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.