Creative Planning Acquires TrueWealth

Creative sets its sights on becoming Atlanta’s #1 Wealth Management Firm OVERLAND PARK, Kan., Sept. 1, 2020 /PRNewswire/ — Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers...

“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