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Creative Planning announced its acquisition of BerganKDV, which operates with roughly $2.495 Billion in AUM, on Money, June 5.
Creative Planning, the Registered Investment Advisors (RIA) firm, announced its acquisition of BerganKDV on Monday.
The acquisition will see BerganKDV become a new workforce designed around business-focused services called Creative Planning Business and will bring over 600 employees under the Creative Planning umbrella.
“Creative Planning is thrilled to bring on the BerganKDV team to give us an even stronger presence in the Midwest,” CEO of Creative Planning Peter Mallouk said in a news release. “Dave and his team have always had their sights set on going beyond traditional financial, tech, and business solutions to do more for their clients, communities and team members. Their client-centric approach is the perfect cultural fit for our ever-growing Creative Planning family.”
BerganKDV, based in Bloomington, Minnesota, has $2.5 billion in client assets and offers business, financial and technology solutions including tax and audit, accounting services, business advisory and wealth management.
Posted June 8, 2023.
