Coe Financial Services - Ownership and Business Overview

Financial ServicesCompany

Coe Financial Services Ownership

Who owns Coe Financial Services?

Coe Financial Services is owned by Creative Planning. It was acquired on April 9, 2020.

Coe Financial Services Business Overview

Where is Coe Financial Services headquartered?

Coe Financial Services is headquartered in Wichita, Kansas.

What sector is Coe Financial Services in?

Coe Financial Services is a financial services company.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Coe Financial Services, Inc.

8100 E 22nd Street North Building 1400-2,
Wichita, Kansas 67226
United States,
(316) 689-0900
www.coefinancialservices.com

Coe Financial Services, Inc. is a registered investment advisor that provides financial planning and asset management services based in Wichita, Kansas.


Company Summary

SECTOR

Financial Services

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Kansas Companies , Financial Services Companies , United States Companies , Kansas Financial Services Companies , Kansas Financial Services with Acquisitions

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