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2024

Creative Planning Retirement Services Leaders Named to NAPA’s 2025 Top Retirement Plan Advisors Under 40 List

November 15, 2024

Creative Planning Acquires Edmonds Duncan Registered Investment Advisors

November 12, 2024

7 Creative Planning Team Members Recognized With NAPA’s 2024 Top Women of Excellence Award

October 18, 2024

8 Creative Planning Advisors Named to Barron’s 2024 Top 100 Independent Advisors List

September 16, 2024

Creative Planning Named to 2024 Invest in Others Charitable Champions List

August 19, 2024

5 Creative Planning Advisors Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

August 8, 2024

5 Creative Planning Advisors Named to Barron’s 2024 Top Women Financial Advisors List

July 22, 2024

Creative Planning Business Services Announces the Opening of Its Chicago Office

April 10, 2024

Creative Planning Acquires ML&R Wealth Management

April 3, 2024

Creative Planning Retirement Services Named to NAPA 2024 Top DC Advisor Multi-Office Firms List

March 27, 2024
 

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