Creative Planning Overview

Financial ServicesCompany

Where is Creative Planning headquartered?

Creative Planning is headquartered in Overland Park, Kansas.

What sector is Creative Planning in?

Creative Planning is a financial services company.

Creative Planning

Creative Planning LLC

5454 W 110th Street,
Overland Park, Kansas 66211
United States,
(866) 909-5148
www.creativeplanning.com

Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning is based in Overland Park, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (6.4/yr) # 10 4 12 6 3 7 42
Sell (0.0/yr) # - - - - - - 0
  42

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