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Creative Planning Acquires Castle Wealth Advisors

Indiana-Based Investment Management Firm Has a Total of $320 Million in AUM and provides Business Valuation Services OVERLAND PARK, Kan. – Apr. 27, 2021 – Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA),...

Creative Planning Offers Equity to 86 Employees

OVERLAND PARK, Kan. – Mar. 9, 2021 – Creative Planning, LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced that it has opened up equity in the company to its employees, offering initial partnerships to 86...

Creative Planning Acquires Retirement Plan Division of IRON Financial

Illinois-Based Investment Management Firm Has a Total of $6 Billion in AUM OVERLAND PARK, Kan. – Feb. 3, 2021 – Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA), today announced the acquisition of the...

Creative Planning International in the News

Creative Planning International in the News

David Kuenzi is acknowledged as a leading expert on international investing and financial planning for American expatriates. He has been a regular contributor to The Wall Street Journal on expat finance issues. His writings have also appeared in the International...

Creative Planning Acquires Miller Financial Management

Creative expands in Indianapolis Market OVERLAND PARK, Kan., Aug. 18, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Miller Financial Management,...

Creative Planning Acquires Lenox Wealth Management

Creative expands in Cincinnati Market OVERLAND PARK, Kan., Aug. 11, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Lenox Wealth Management, a...

Creative Planning Acquires Sunrise Advisors

OVERLAND PARK, Kan., June 23, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise...

Creative Planning to Donate $12 Million

To Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and More OVERLAND PARK, Kan., June 9, 2020 /PRNewswire/ -- Creative Planning, one of the largest registered independent advisory firms in the nation, reaffirmed its...

Creative Planning Acquires Starfire Investment Advisers

Creative expands in Greater Detroit Market OVERLAND PARK, Kan., June 30, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Starfire Investment...

Creative Planning Acquires Thun Financial Advisors

Creative Expands Services for U.S. Citizens Living Overseas OVERLAND PARK, Kan., July 14, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Thun...

“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