August 11, 2020
Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Lenox Wealth Management, a Registered Investment Advisory firm located in Cincinnati, Ohio. Lenox Wealth Management provides comprehensive financial ...
February 1, 2020
Frontier Wealth Management has officially acquired Highwater Wealth Management, located in Glendale, Colorado, making it the firm’s second Denver area location. The acquisition took effect on February 1, 2020. DeVoe & Company, a leading consulting ...
November 19, 2019
Thomas McGee Group, a Missouri-based full service brokerage with specialty capabilities for large accounts, group and single parent captives, and focused risk management services announced that they have been acquired by Risk Strategies, a privately held, ...
January 31, 2018
Lexexa, KS based WANRack announced that Grain Management a Washington D.C. private equity firm that focuses on investments in the communications sector, has acquired a controlling interest in the company. The capital from this investment ...