Press Room
Creative Planning Acquires Telarray Advisors
The Memphis Based Wealth Management Firm Manages $1 Billion in AUM OVERLAND PARK, Kansas (March 7, 2023) Telarray Advisors (Telarray) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country. Telarray has...
Fox Business: Where Are Smart Investors Looking for Bargains?
In this clip from the February 27, 2023 episode of The Claman Countdown, Creative Planning President and CEO Peter Mallouk offers his perspective on the value of international investing and his take on what the Federal Reserve will do next in the face of a...
Two Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named to 2022 NAPA Top Retirement Plan Advisors Under 40 List
OVERLAND PARK, Kan., Nov. 10, 2022 — Quint Hall and Mike Duckett, both Managing Directors at Lockton Retirement Services, An Offering of Creative Planning, were named by NAPA (the National Association of Plan Advisors) to their 2022 list of Top 100 Retirement Plan...
Two Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named to 2022 NAPA Top Women Advisors List
OVERLAND PARK, Kan., Oct. 26, 2022 — Courtney Stroope and Deana Calvelli, both Managing Directors at Lockton Retirement Services, An Offering of Creative Planning, were named by NAPA (the National Association of Plan Advisors) to their 2022 list of Top Women Advisors....
Seven Creative Planning Wealth Managers Named to 2022 Barron’s Top 100 Independent Advisors List
OVERLAND PARK, Kan., Sept. 19, 2022 — Creative Planning LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to share today that seven of their wealth managers were named to the 2022 Barron’s Top 100 Independent...
Creative Planning Creates New Catholic Focus Investment Option
Creative Planning has launched a Catholic Focus offering – providing the opportunity to align a client’s financial plan and investment strategy with their Catholic values, as desired. This new option allows clients to incorporate their religious values into a number...
Creative Planning Acquires Wipfli Financial Advisors
The RIA, with offices across the U.S., Manages $5 Billion in AUM OVERLAND PARK, Kan., Aug. 17, 2022 /PRNewswire/ -- Wipfli Financial Advisors, the wealth management and investment advisory affiliate of top 20 CPA and advisory firm Wipfli LLP, today announced it has...
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...
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...
