Creative Planning Acquires Edmonds Duncan Registered Investment Advisors
October 1, 2024
Creative Planning has acquired Lawrence, Kansas-based Edmonds Duncan Registered Investment Advisors, with the deal closing October 1 and six Edmonds Duncan employees joining Creative Planning. The acquisition adds roughly $550 million of AUM and expands Creative Planning's presence in Kansas while enabling Edmonds Duncan clients to access Creative Planning's broader suite of planning, investment, tax, trust and estate services.
- Buyers
- Creative Planning
- Targets
- Edmonds Duncan Registered Investment Advisors
- Sellers
- Edmonds Duncan Registered Investment Advisors, Jason Edmonds, Don Duncan
- Industry
- Wealth Management
- Location
- Kansas, United States
- Transaction Type
- Buyout
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