Press Room
Creative Planning Acquires Ferris Capital
The Massachusetts Based Wealth Management Firm Manages $755 Million in AUM OVERLAND PARK, Kan., June 1, 2022 /PRNewswire/ -- Ferris Capital, LLC has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. ...
200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program’s First Year
KANSAS CITY, Mo., April 29, 2022 /PRNewswire/ -- The non-profit Pathway Financial Education program welcomes its second-year 2022 class of students this month during national Financial Literacy Month and the one-year anniversary of its opening the first...
17 Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named Top Retirement Plan Advisers
OVERLAND PARK, Kan., Apr. 12, 2022 — Seventeen individuals from Lockton Retirement Services, An Offering of Creative Planning, were honored by being named to PLANADVISER’s 2022 list of Top Retirement Plan Advisers.* More than 150 advisers were named to the list, which...
Creative Planning Acquires Keystone Wealth Partners
The Arizona and North Dakota Based Wealth Management Firm Manages Over $644 Million in AUM OVERLAND PARK, Kansas, April 12, 2022 /PRNewswire/ -- Keystone Wealth Partners (Keystone) has joined forces with Creative Planning LLC, one of the largest Registered Investment...
Creative Planning Acquires Hatton Consulting
Hatton Consulting (Hatton) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.
Creative Planning Acquires Resource Management LLC
OVERLAND PARK, Kan., April 5, 2022 /PRNewswire/ -- Resource Management LLC (Resource Management) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Resource Management, which has 1.9 billion in AUM,...
Creative Planning Acquires Emery Howard
OVERLAND PARK, Kan., March 29, 2022 /PRNewswire/ -- Emery Howard has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Emery Howard, managing over 1.8 billion in AUM, has consistently provided high...
Creative Planning Acquires The Doman Group
OVERLAND PARK, Kan., March 1, 2022 /PRNewswire/ — The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country. TDG is a federally registered investment advisor that was born out of...
Creative Planning Acquires JBJ Invest
OVERLAND PARK, Kan., Feb. 15, 2022 /PRNewswire/ -- JBJ Invest ("JBJ"), managing more than $735 million in assets, has joined forces with Creative Planning LLC. ("Creative Planning"), one of the nation's largest and fastest-growing Registered Investment Advisers...
Creative Planning Acquires Paradigm Financial Advisors
The St. Louis RIA Firm manages over $600 million in AUM OVERLAND PARK, Kan., Feb. 1, 2022 -- Paradigm Financial Advisors ("Paradigm") has joined forces with Creative Planning, LLC, which is one of the largest Registered Investment Advisers ("RIA") in the country....
