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Tucked away in a sleepy office park in this Kansas City suburb, a $26 billion investment advisory firm is helping drive Wall Street’s latest wealth boom

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Creative Planning to Acquire Hogan Financial

Creative Planning Announces Its 4th Acquisition of 2019, Expanding in…

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Creative Planning Acquires OptiFour

Creative Planning Acquires OptiFour Creative Planning Completes Its 3rd Acquisition…

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Creative Planning Acquires Retirement Plan Provider America’s Best 401k

Creative Planning Acquires Retirement Plan Provider America’s Best 401k Creative…

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Creative Planning Acquires The Johnston Group

Creative Planning Inc. one of the nation’s largest Registered Investment Advisers announced the acquisition of The Johnston Group, an RIA firm located in Minneapolis, Minnesota. The Johnston Group provides financial planning and investment management services to investors nationwide with concentration in Minnesota, North Dakota and South Dakota.

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING