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Creative Planning > Press Room > 2021

2021

2021

Creative Planning Acquires Dashboard Wealth Advisors

November 30, 2021

2021

Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice

November 11, 2021

2021

Creative Planning Passes $100 Billion in AUM

November 3, 2021

2021

Three Creative Planning Wealth Managers Named to Barron’s Top 100 Women Financial Advisors List

June 23, 2021

2021

Creative Planning Acquires SBSB

May 4, 2021

2021

Creative Planning Acquires Castle Wealth Advisors

April 27, 2021

2021

Creative Planning Offers Equity to 86 Employees

March 9, 2021

2021

Creative Planning Acquires Retirement Plan Division of IRON Financial

February 4, 2021

2021

Creative Planning International in the News

January 1, 2021

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