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Wipfli Financial Advisors acquired by Creative Planning

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

United statesNew hampshireOverland parkKurt gresensPeter maloukMueller prostWarren averettJeff pierceCourtesy of wipfliHughes coFirm wipfliLockton retirement servicesWipfli financial advisorsMilwaukee based topCreative planningFinancial advisors

Creative Planning acquires $114m wealth firm in Georgia

Creative Planning, a US-based RIA, has acquired $114m Georgia-based wealth management firm Rosen Capital Management.

United statesEmery howardPeter malloukGlenn rosenCreative planningRosen capitalRosen capital managementCapital managementHeritage way advisorsSan francisco bay area basedParadigm financial advisors

Creative Planning Acquires Rosen Capital Management

/PRNewswire/ Rosen Capital Management has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country..

United statesIncap baltimorePeter malloukGlenn rosenCraig dietelGeorgia based wealth management firmCreative planningGeorgia based wealth management firm managesRosen capital managementRegistered investment advisersCapital management

Creative Planning Acquires $114M AUM Rosen Capital Management

Creative Planning extends Georgia presence with fourth acquisition of 2022.

United statesPeter malloukGlenn rosenSincap groupLockton retirement servicesRosen capital managementCreative planningCapital managementCap group

InCap Group Congratulates Rosen Capital Management on its acquisition by Creative Planning

Baltimore, Maryland (PRWEB) June 10, 2022 InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services

New yorkUnited statesPeter malloukGlenn rosenSincap groupIncap group incCap group incRosen capital managementRosen capitalCreative planningPress release

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