Creative Planning, the Overland Park, Kan.-based registered investment advisor run by CEO Peter Mallouk, closed on its acquisition of Goldman Sachs’ Personal Financial Management unit Friday morning. The terms of the deal were not disclosed. Mallouk said he will revive the United Capital name, and the business will operate as a wholly-owned, independent entity of…
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Creative Planning Acquires Mesirow’s Retirement Services Business
Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, adding over 350 retirement plans and about $13 billion in assets under advisement and management to the RIA’s existing retirement business. Mesirow’s team is led by David Dermenjian, Chris Pohlman,…
Creative Planning Acquires Mesirow’s Retirement Advisory Business
Creative Planning LLC, the registered investment advisory and retirement plan services firm, announced Tuesday it has acquired Mesirow Financial Inc.’s retirement plan advisory division. The firms did not disclose terms of the deal. The deal will bring to Creative Planning more than 350 retirement plans and $13 billion in assets under advisement and management, according…
Creative Planning buys $13B retirement practice
Creative Planning, one of the largest registered investment advisors in the country, has added to its M&A streak with another acquisition. The Overland Park, Kansas-based RIA announced Tuesday that it was buying the corporate retirement advisory services team at Mesirow, a Chicago-based financial services firm. The corporate retirement practice has around $13 billion of assets,…