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Creative Planning Acquires ML&R Wealth Management

Creative Planning expands services in Central Texas with addition of $2.2 billion award-winning wealth management firm OVERLAND PARK, Kan., April 2, 2024  — Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), today announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management has … Read more


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