Creative Planning Acquires OptiFour

Creative Planning Completes Its 3rd Acquisition This YearOVERLAND PARK, KANSAS, November 12, 2019 /PRNewswire/ — Creative Planning LLC. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (RIA), today announced the...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021