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Creative Planning Scoops Delaware Firm Managing $535M AUM

The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.

United statesChris danielsDavid devoeDevon danielsAnn taylor tanseyPeter malloukDevoe companyGoldman sachs advisor servicesFinancial servicesGoldman sachs personal financial managementCreative planningWilmington based danielsManaging director chrisDelaware valleyGeneral atlanticTelarray advisors

Creative Planning Acquires Mesirow s Retirement Services Business

The deal adds over 350 retirement plans and about $13 billion to Creative Planning’s existing retirement services team.

United statesVince allegraRob mlenekDavid dermenjianPeter malloukMarie campionChris pohlmanGoldman sachsFinancial servicesCreative planningKansas cityGeneral atlanticTelarray advisorsPrime capital investment advisorsUnited capitalJim rivers

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

Creative Planning Acquires $1B Telarray Advisors

Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.

United statesDavid devoePeter malloukRichard paesslerDevoe companyTelarray advisorsCreative planningGeneral atlantic

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