On June 5, 2023, Creative Planning LLC announced it acquired BerganKDV Wealth Management, LLC.
On June 5, 2023, Creative Planning LLC (“Creative Planning”) acquired BerganKDV Wealth Management, LLC (“BerganKDV”). BerganKDV CEO Dave Hinnenkamp will join the Creative Planning team. Further terms of the deal were not disclosed.
Creative Planning, based in Overland Park, Kansas, is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals. As of June 5, 2023, Creative Planning had $210 billion in assets under management.
BerganKDV, based in Bloomington, Minnesota, is a certified public accountant firm and professional services company. As of June 5, 2023, BerganKDV had $2.5 billion in assets under management. Republic Capital Group was the exclusive investment banking advisor on the transaction.
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