Creative Planning Acquires Mesirow's Corporate Retirement Advisory Services Team
October 31, 2023
Creative Planning has acquired Mesirow Financial's corporate retirement advisory services team, bringing a team that serves over 350 retirement plans with approximately $13 billion in assets under advisement. The move expands Creative Planning's Retirement Services capabilities and scale, integrating experienced retirement specialists into its platform.
- Buyers
- Creative Planning, LLC
- Targets
- Mesirow corporate retirement advisory services team
- Sellers
- Mesirow Financial
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Divestiture
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