Request Deal Involvement

Creative Planning completed the acquisition of Burt Wealth Advisors.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Service Providers

Gorman Jones

financial advisors

Gorman Jones

or

Principals

CREATIVE PLANNING INC

bidder

CREATIVE PLANNING INC

BURT WEALTH ADVISORS

target

BURT WEALTH ADVISORS

Principals or Service Provider not listed?Add missing Service Provider or Principal

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Request Credit - Creative Planning completed the acquisition of Burt Wealth Advisors.