Wealth Management Firm Buys BerganKDV in 'First of Its Kind' Deal

The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.

Related Keywords

Nebraska ,United States ,Iowa ,South Dakota ,Minnesota ,Missouri ,John Langston ,Dave Hinnenkamp ,Allan Koltin ,Peter Mallouk ,Republic Capital Group ,Koltin Consulting Group ,Creative Planning ,Republic Capital ,Telarray Advisors ,Joining Peter ,