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Creative Planning Acquires Lenox Wealth Management
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 ...
Creative Planning Acquires Sunrise Advisors
June 23, 2020
Creative Planning, which made its first acquisition only last year, continues its recent shopping spree. The large RIA said it was buying Sunrise Advisors, which is based in Leawood, Kan., and manages about $700 million ...
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