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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®,...

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...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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