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Wealth management firm Creative Planning acquires BerganKDV

Kansas City-based investment advisor Creative Planning LLC has acquired BerganKDV, the companies announced recently. ....

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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. ....

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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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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. ....

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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"). ....

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