Announced
Completed
Synopsis
Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of Burt Wealth Advisors, a registered investment advisor. Financial terms were not disclosed. "We're thrilled to have Burt Wealth join Creative Planning. Their three decades of experience, high level of professionalism and commitment to putting clients first align perfectly with Creative Planning's values and vision for the future," Peter Mallouk, Creative Planning President and CEO.
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