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Announced

Creative Planning to acquire Coe Financial Services.

Synopsis

Creative Planning, a registered investment adviser, agreed to acquire Coe Financial Services, a provider of comprehensive financial planning and investment management. Financial terms were not disclosed. "It has been a tremendous privilege to serve our wonderful clients. 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," Richard Coe, Coe Financial Services Managing Principal.

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