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Creative Planning Expands With Acquisition

Samuel Steinberger | WealthManagement.com, February 2019

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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.

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