Creative Planning has completed the acquisition of a $1.3 billion registered investment advisor firm, marking its tenth ...

Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the acquisition of Krivoshein | McDaniels Financial, an RIA based in Walla Walla, Washington. The ...

Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the acquisition of Kowal Investment Group, an RIA based in Brookfield, Wisconsin. Kowal Investment ...

One of the nation's largest registered investment advisers has acquired Kowal Investment Group, a Brookfield-based financial advisory firm. The transaction adds $1.3 billion in as ...

The addition of Kowal Investment Group brings 20 employees to Creative Planning, one of the nation’s largest RIAs with more ...

Strategic wealth management is about creating a financial planning strategy for achieving your goals. This strategy doesn’t depend on how much money you have.

Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – ...