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You are at:Home»Posts Tagged "Creative Planning"

Creative Planning Acquires Burt Wealth Advisors, Adds $1 Billion in AUM

By FinMar NewsDecember 2, 2025

OVERLAND PARK, Kan., Dec. 2, 2025 /PRNewswire/ — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Burt Wealth…

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