Call Us: 1.866.273.2848 Client Login Home|Press Room Press Room Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice November 11th, 2021 Innovative partnership creates best in class offering in the retirement advisory industry KANSAS CITY, Mo., Nov. 11, 2021 -- Lockton ... Creative Planning Passes $100 Billion in AUM November 3rd, 2021 The Kansas City Based RIA serves clients in 50 States and 65 Countries OVERLAND PARK, Kan., Nov. 3, 2021 -- ... Three Creative Planning Wealth Managers Named to Barron’s Top 100 Women Financial Advisors List June 23rd, 2021 Brenna Saunders, Molly Rothove, and Jessica Culpepper Among the Top 35 Listed OVERLAND PARK, Kan., June 23, 2021 -- Creative ... Creative Planning Acquires SBSB May 4th, 2021 McLean, Virginia firm manages over $5 billion in assets OVERLAND PARK, Kan. – May. 4, 2021 – Creative Planning, ... Creative Planning Acquires Castle Wealth Advisors April 27th, 2021 Indiana-Based Investment Management Firm Has a Total of $320 Million in AUM and provides Business Valuation Services OVERLAND PARK, ... Creative Planning Offers Equity to 86 Employees March 9th, 2021 OVERLAND PARK, Kan. – Mar. 9, 2021 – Creative Planning, LLC ("Creative Planning"), one of the nation's largest Registered ... Creative Planning Acquires Retirement Plan Division of IRON Financial February 4th, 2021 Illinois-Based Investment Management Firm Has a Total of $6 Billion in AUM OVERLAND PARK, Kan. – Feb. 3, 2021 – ... Creative Planning Acquires Miller Financial Management September 15th, 2020 Creative expands in Indianapolis Market OVERLAND PARK, Kan., Aug. 18, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one ... Creative Planning Acquires Lenox Wealth Management September 15th, 2020 Creative expands in Cincinnati Market OVERLAND PARK, Kan., Aug. 11, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one ... Creative Planning Acquires Sunrise Advisors September 15th, 2020 OVERLAND PARK, Kan., June 23, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered ... Creative Planning to Donate $12 Million September 15th, 2020 To Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and MoreOVERLAND PARK, Kan., June 9, ... Creative Planning Acquires Starfire Investment Advisers September 15th, 2020 Creative expands in Greater Detroit Market OVERLAND PARK, Kan., June 30, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), ... Creative Planning Acquires Thun Financial Advisors September 15th, 2020 Creative Expands Services for U.S. Citizens Living Overseas OVERLAND PARK, Kan., July 14, 2020 /PRNewswire/ -- Creative Planning Inc. ... Creative Planning Ranked No. 1 on RIA Channel®’s List of Top 100 Wealth Managers September 8th, 2020 Firm honored for growth & leadership in the wealth management industry OVERLAND PARK, Kan., Sept. 8, 2020 /PRNewswire/ -- ... Creative Planning Acquires TrueWealth August 24th, 2020 Creative sets its sights on becoming Atlanta's #1 Wealth Management Firm OVERLAND PARK, Kan., Sept. 1, 2020 /PRNewswire/ -- Creative ... Creative Planning Acquires Coe Financial Services April 9th, 2020 Creative Planning Enters Wichita Market OVERLAND PARK, KANSAS, April 10, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of ... Creative Planning and Harvesters Launch Initiative to Deliver Food to Families March 17th, 2020 Company Donates $1 Million to HarvestersKANSAS CITY, Mo. – Peter Mallouk, President and Chief Investment Officer, Creative Planning, announces today ... Creative Planning Acquires Stratford Consulting January 22nd, 2020 Creative Planning Expanding in Dallas Market OVERLAND PARK, Kan., Jan. 22, 2020 /PRNewswire/ -- Creative Planning LLC. ("Creative Planning"), one ... Creative Planning to Acquire Hogan Financial December 3rd, 2019 Creative Planning Announces Its 4th Acquisition of 2019, Expanding in Milwaukee Market OVERLAND PARK, KANSAS, December 3, 2019 /PRNewswire/ -- Creative ... Creative Planning Acquires OptiFour November 12th, 2019 Creative Planning Completes Its 3rd Acquisition This YearOVERLAND PARK, KANSAS, November 12, 2019 /PRNewswire/ -- Creative Planning LLC. ("Creative Planning"), ... Creative Planning Acquires Retirement Plan Provider America’s Best 401k September 24th, 2019 Creative Planning Makes Second Acquisition This Year OVERLAND PARK, Kan., Sept. 24, 2019 /PRNewswire/ -- Creative Planning today announced the ... Creative Planning Acquires The Johnston Group February 25th, 2019 Creative Planning Inc. one of the nation’s largest Registered Investment Advisers announced the acquisition of The Johnston Group, an RIA firm located in Minneapolis, Minnesota. The Johnston Group provides financial planning and investment management services to investors nationwide with concentration in Minnesota, North Dakota and South Dakota. 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