CTB Financial Services - Ownership and Business Overview

Financial ServicesCompany

CTB Financial Services Ownership

Who owns CTB Financial Services?

CTB Financial Services is owned by Creative Planning. It was acquired on August 22, 2023.

CTB Financial Services Business Overview

Where is CTB Financial Services headquartered?

CTB Financial Services is headquartered in Minneapolis, Minnesota.

What sector is CTB Financial Services in?

CTB Financial Services is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

CTB Financial Services

CTB Financial Services, Ltd.

5811 Cedar Lake Road South,
Minneapolis, Minnesota 55416
United States,
(952) 546‐5456
www.ctbfin.com

CTB Financial Services is a registered investment advisor is expertized in tax optimization & merging tax planning with investment management. CTB Financial Services is based in Minneapolis, Minnesota.


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