Creative Planning Acquires Lovell Insurance Group
July 17, 2026
Creative Planning, an independent registered investment advisory firm, announced it will acquire Lovell Insurance Group, a commercial insurance brokerage specializing in complex commercial insurance, surety, and risk management. The deal also brings John Lovell, Mike Pernice, and Georgia Williams to Creative Planning to expand its commercial insurance capabilities and integrated business-owner solutions.
- Buyers
- Creative Planning
- Targets
- Lovell Insurance Group
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Addon
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