Creative Planning completed the acquisition of Rosen Capital Management.

Creative Planning, a registered investment adviser, completed the acquisition of Rosen Capital Management, a wealth management firm. Financial terms were not disclosed. "Creative Planning is excited to bring on the Rosen Capital Management team who will help us break deeper into the Georgia market. From our first conversations with the Rosen team, we knew that the fit would be perfect due to their work ethic, dedication to clients, and overall core values," Peter Mallouk, Creative Planning CEO.