On January 14, 2025, Creative Planning announced its acquisition of Krivoshein McDaniels Financial.
Creative Planning announced on January 14, 2025, that it acquired Krivoshein McDaniels Financial (“Krivoshein”). Krivoshein’s financial team will join Creative Planning as part of the transaction. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment adviser that provides financial planning, investment management and retirement planning services. As of September 30, 2024, Creative Planning had approximately $345 billion in assets under management.
Krivoshein, based in Walla Walla, Washington, is a registered investment adviser providing retirement planning, financial planning, investment management, estate and education planning, business retirement planning, charitable planning and trust services and divorce financial planning. As of September 2024, Kowal had approximately $460 million in assets. Decerno Advisors served as exclusive financial advisor to Krivoshein.
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