Creative Planning Acquires Miller Financial Management
August 18, 2020
Creative Planning Inc., a large independent Registered Investment Adviser based in Overland Park, Kansas, acquired Miller Financial Management, an RIA in Muncie, Indiana that managed approximately $150 million in client assets. The acquisition expands Creative Planning’s presence in Indiana and provides continuity and expanded resources for Miller Financial Management’s clients and team.
- Buyers
- Creative Planning, Inc.
- Targets
- Miller Financial Management
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Buyout
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