Succession Resource Group Announces Sale of Coe Financial Services to Creative Planning
Portland, Ore. (April 9, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Kansas based Registered Investment Advisor (“RIA”) Coe Financial Services, Inc. to Creative Planning, LLC, one of the nation’s largest and fastest growing RIAs led by Peter Mallouk. This sale represents over $126 million in assets under management (AUM), and is the fifth acquisition for Creative Planning in the last year.