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Creative Planning completed the acquisition of ML&R Wealth Management from Maxwell Locke & Ritter.

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Service Providers

Raymond James

financial advisors

Raymond James

Katz Teller Brant & Hild

legal advisors

Katz Teller Brant & Hild

JConnelly

pr advisors

JConnelly

or

Principals

ML&R WEALTH MANAGEMENT

target

ML&R WEALTH MANAGEMENT

CREATIVE PLANNING INC

bidder

CREATIVE PLANNING INC

MAXWELL LOCKE & RITTER

vendor

MAXWELL LOCKE & RITTER

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