Creative Planning
Finance · Kansas, United States · 1K - 5K Employees
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Overview
Headquarters
5454 W 110th St, Overland Park, Kansas, ...Phone Number
(913) 338-2727Website
www.creativeplanning.comRevenue
$1.6 BillionIndustry
ZI Rank: 12
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
7
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10
9
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12
About Creative Planning
Creative Planning is an independent wealth management and registered investment advisory firm providing comprehensive financial planning, investment management, retirement planning, tax strategy, estate planning, business succession, risk management, and family office services. The firm serves individuals, families, business owners, and institutions through a team of financial professionals, offering personalized, fiduciary-based advice and integrated financial solutions.Explore more
Creative Planning Org Chart
DR
Business Accounting Services Controller
TK
Controller
JH
Outsourced Business Services Controller
DC
Controller
SR
Accounting Controller
TB
Outsourced Accounting Controller
AK
Outsourced Business Accounting Controller
BF
Retirement Services Divisional Controller
JL
Business Accounting Services Controller
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Company Profile Activity
Activity Insights
Creative Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Creative Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Creative Planning.
Creative Planning Tech Stack
A closer look at the technologies used by Creative Planning
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Most Recent Scoops
Person-Based
Lawsuits, Legal Affairs, Acquisitions
Hiring Plans
Creative Planning has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Business Development, Tax Laws, Income Tax Preparation, Finance, Estate Administration, and Financial Services.
Hiring Plans
Person-Based
Events, Financial Planning, Business Finance, Corporate Strategy, Finance
Person-Based
Acquisitions, Company Culture & Policy, HR Operations
Person-Based
IPO, Stake & Stock Ownership, Finance
Creative Planning News & Media
Creative Planning Expands Commercial Insurance Capabilities With Addition of Lovell Insurance Group
OVERLAND PARK, Kan., July 14, 2026 /PRNewswire/ -- Creative Planning, one of the nation's leading registered investment advisory firms, today announced the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial...Deals & Moves: &Partners Recruits $1.6B in Advisor Teams
Also, Creative Planning acquires a Florida accounting firm, Osaic attracts a $300M Iowa practice and NewEdge expands its Nashville presence.Creative Planning Expands International Footprint With MASECO Acquisition
OVERLAND PARK, Kan., March 26, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced that MASECO LLP (MASECO), an established RIA in London, England, will become part of the Creative Planning group, subject to regulatory...Creative Planning Deepens Focus on Women's Leadership and Financial Education Through Women's Forum
OVERLAND PARK, Kan., March 17, 2026 /PRNewswire/ -- Creative Planning, one of the nation's largest registered investment advisors (RIAs), today announced the launch of the Women's Forum, Powered by Creative Planning — an initiative originally founded by CAP STRAT and now expanded as a...
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Creative Planning is an independent wealth management and registered investment advisory firm providing comprehensive financial planning, investment management, retirement planning, tax strategy, estate planning, business succession, risk management, and family office services. The firm serves individuals, families, business owners, and institution... Read More
