Press Room / The Latest Creative Planning Stories
April 9, 2020
Creative Planning Acquires Coe Financial ServicesCreative Planning Enters Wichita Market
News provided by Creative Planning, inc. April 9, 2020, 07:45 ET OVERLAND PARK, KANSAS, April 10, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Coe Financial…
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PETER MALLOUK – PRESIDENT, CREATIVE PLANNING