Press Room
Creative Planning Welcomes New Managing Director – Retirement Services
Mark Deters, AIF®, QKA®, Signs on to Serve Greater New York Area OVERLAND PARK, Kan., July 13, 2022 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to announce that Mark Deters, AIF®, QKA®,...
Three Creative Planning Wealth Managers Named to 2022 Barron’s Top 100 Women Financial Advisors List
Brenna Saunders, Molly Rothove, and Jessica Culpepper Among the Top 25 Listed OVERLAND PARK, Kan., June 21, 2022 — Creative Planning LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to share today that three of...
Financial Planner Erica James named to InvestmentNews’ 2022 40 Under 40 List
OVERLAND PARK, Kan., June 6, 2022 – InvestmentNews has recognized Creative Planning Financial Planner Erica James as a 2022 40 Under 40 honoree. James was chosen from a pool of more than 600 nominees by a panel of reporters, editors and other representatives of...
Creative Planning Acquires Rosen Capital Management
The Macon, Georgia Based Wealth Management Firm Manages $114 Million in AUM OVERLAND PARK, Kan., June 10, 2022 /PRNewswire/ -- Rosen Capital Management has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the...
Creative Planning Acquires Ferris Capital
The Massachusetts Based Wealth Management Firm Manages $755 Million in AUM OVERLAND PARK, Kan., June 1, 2022 /PRNewswire/ -- Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. ...
200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program’s First Year
KANSAS CITY, Mo., April 29, 2022 /PRNewswire/ -- The non-profit Pathway Financial Education program welcomes its second-year 2022 class of students this month during national Financial Literacy Month and the one-year anniversary of its opening the first...
17 Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named Top Retirement Plan Advisers
OVERLAND PARK, Kan., Apr. 12, 2022 — Seventeen individuals from Lockton Retirement Services, An Offering of Creative Planning, were honored by being named to PLANADVISER’s 2022 list of Top Retirement Plan Advisers.* More than 150 advisers were named to the list, which...
Creative Planning Acquires Keystone Wealth Partners
The Arizona and North Dakota Based Wealth Management Firm Manages Over $644 Million in AUM OVERLAND PARK, Kansas, April 12, 2022 /PRNewswire/ -- Keystone Wealth Partners (Keystone) has joined forces with Creative Planning LLC, one of the largest Registered Investment...
Creative Planning Acquires Hatton Consulting
Hatton Consulting (Hatton) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.
Creative Planning Acquires Resource Management LLC
OVERLAND PARK, Kan., April 5, 2022 /PRNewswire/ -- Resource Management LLC (Resource Management) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Resource Management, which has 1.9 billion in AUM,...
