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,…
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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…