Page 19 - John Langston News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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.

United statesSouth dakotaJohn langstonDave hinnenkampAllan koltinPeter malloukRepublic capital groupKoltin consulting groupCreative planningRepublic capitalTelarray advisorsJoining peter

Wealth Management Firm Buys BerganKDV in First of Its Kind Deal

Wealth Management Firm Buys BerganKDV in First of Its Kind Deal
cpapracticeadvisor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cpapracticeadvisor.com Daily Mail and Mail on Sunday newspapers.

South dakotaUnited statesJohn langstonDave hinnenkampPeter malloukAllan koltinRepublic capital groupKoltin consulting groupCreative planningRepublic capitalTelarray advisorsJoining peter

Republic Capital Group Represents Creative Planning in Acquisition of BerganKDV

/PRNewswire/ Creative Planning, one of the largest Registered Investment Advisors ("RIA") in the country, led by CEO Peter Mallouk, has acquired CPA and.

United statesDave hinnenkampAlland koltinPeter malloukJohn langstonRepublic capital groupWealth management firmKoltin consulting groupPartner of republic capital groupKingswood capital partnersLargest acquisitionsRegistered investment advisorsCreative planningManaging partnerCapital groupCandace langston

Creative Planning Acquires BerganKDV

/PRNewswire/ BerganKDV, led by CEO Dave Hinnenkamp, has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisors ("RIA").

Dave hinnenkampAndrew jenningsPrnewswire berganPeter malloukJohn langstonPartner of republic capital groupServices firmBusiness solutions across the nationCreative planningProfessional services firmDelivers comprehensive business solutions acrossRegistered investment advisorsJoining peterManaging partnerRepublic capital group

Creative Planning Acquires BerganKDV | Wealth Management

The combination brings 600 new employees and $2.5 billion in client assets to Creative Planning, creating a business-focused division within the firm.

Peter malloukDave hinnenkampBergan paulsonJohn langstonRepublic capital groupNetworking solutionsCreative planningOverland parkWipli financial advisors