Creative Planning completes acquisition of Edmonds Duncan Registered Investment Advisors, LLC to expand services in Kansas
Acquiring Company
Creative Planning
Acquired Company
Edmonds Duncan Registered Investment Advisors
Overland ParkLawrenceFinancial ServicesFinancial ServicesFinanceDescription
Creative Planning, one of the nation's leading Registered Investment Advisors, has announced the acquisition of Lawrence, Kansas-based Edmonds Duncan Registered Investment Advisors, LLC. This strategic acquisition extends Creative Planning's reach and enhances its services within the Lawrence area, providing clients with tailored wealth management strategies and personalized financial planning.
Quick answer
Creative Planning is acquiring Edmonds Duncan Registered Investment Advisors, announced November 12, 2024. Creative Planning is based in Overland Park, Kansas, United States.
- How much did Creative Planning pay for Edmonds Duncan Registered Investment Advisors?
- The deal value was not disclosed.
- What does Creative Planning do?
- Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office..
- Where are Creative Planning and Edmonds Duncan Registered Investment Advisors based?
- Creative Planning is based in Overland Park, Kansas, United States. Edmonds Duncan Registered Investment Advisors is based in Lawrence, Kansas, United States.
Source: Fundz verified event record.
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Frequently asked
Who acquired Edmonds Duncan Registered Investment Advisors?
Edmonds Duncan Registered Investment Advisors was acquired by Creative Planning, based in Overland Park. The deal was reported on November 12, 2024. Creative Planning is privately held and operates in Financial Services.
When did Creative Planning acquire Edmonds Duncan Registered Investment Advisors?
Creative Planning's acquisition of Edmonds Duncan Registered Investment Advisors was reported on November 12, 2024. Creative Planning, one of the nation's leading Registered Investment Advisors, has announced the acquisition of Lawrence, Kansas-based Edmonds Duncan Registered Investment Advisors, LLC. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Edmonds Duncan Registered Investment Advisors do?
It is privately held, operating in Financial Services, and is based in Lawrence.
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