Creative Planning acquires $2.5 billion professional services firm
BerganKDV provides accounting, tax and audit services and business advice, in addition to wealth management.
Creative Planning’s latest deal includes more than just financial advisors, accounts and assets.
The Overland Park, Kansas-based registered investment advisor, which manages more than $210 billion in combined assets under management and advisement, announced Monday it has acquired BerganKDV, a
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