Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services ...

What should I know about this firm? Creative Planning is a national financial advisory firm headquartered in Overland Park, KS. The firm has $175.3 billion under management and employs 932 across ...

Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that getting there took hard work and patience. “The people doing the job ...

The American private investment company TPG Inc. He is the main contender for the acquisition of a minority stake in Creative Planning LLC for $2 billion. This is reported in a press release from TPG.

Goldman Sachs acted as exclusive financial advisor to Creative Planning, and Paul Weiss provided legal counsel. J.P. Morgan Securities LLC and RBC Capital Markets acted as financial advisors to ...

OVERLAND PARK, Kan., Feb. 18, 2025 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the acquisition of Maxwell Wealth Strategies.