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Creative Planning Adds $126 Million RIA in Wichita

Creative Planning added Coe Financial Services, an RIA based in Wichita, Kan.

Creative Planning Inc. announced Friday that it has acquired Coe Financial Services, an RIA firm located in Wichita, Kan., with about $126 million in assets under management.

"Richard Coe has dedicated nearly four decades of his professional career building an independent wealth management firm serving clients in the Wichita area and beyond," Creative Planning CEO Peter Mallouk said. "He has built a high touch, planning oriented practice that fits in well with the Creative Planning approach.”

Coe, managing principal of COE Financial Services, added, "I am delighted that our clients will now have the benefits of Creative Planning’s distinguished approach to both planning and investment management out of their new Wichita office.”

Coe Financial Services was represented exclusively in this transaction by Succession Resource Group.

Creative Planning is an independent wealth management firm based in Overland Park, Kan., that provides a financial planning–led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages approximately $45 billion in assets across all 50 states.

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