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Creative Planning > Press Room > 2020

2020

2020

Creative Planning Acquires Miller Financial Management

September 15, 2020

2020

Creative Planning Acquires Lenox Wealth Management

September 15, 2020

2020

Creative Planning Acquires Sunrise Advisors

September 15, 2020

2020

Creative Planning to Donate $12 Million

September 15, 2020

2020

Creative Planning Acquires Starfire Investment Advisers

September 15, 2020

2020

Creative Planning Acquires Thun Financial Advisors

September 15, 2020

2020

Creative Planning Ranked No. 1 on RIA Channel®’s List of Top 100 Wealth Managers

September 8, 2020

2020

Creative Planning Acquires TrueWealth

August 24, 2020

2020

Creative Planning Acquires Coe Financial Services

April 9, 2020

2020

Creative Planning and Harvesters Launch Initiative to Deliver Food to Families

March 17, 2020

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