Le Lézard
Classified in: Business
Subject: TNM

Creative Planning Acquires Stratford Consulting

OVERLAND PARK, Kan., Jan. 22, 2020 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Stratford Consulting, an RIA firm located in Addison, Texas. Stratford Consulting provides comprehensive financial planning and investment management for clients with approximately $618 million in Assets Under Management.

(PRNewsfoto/Creative Planning)

Peter Mallouk, Chief Executive Officer of Creative Planning, said, "Susan Schildt and Michael Hemp have built a remarkable practice with a best in class reputation serving high net worth individuals. While Creative Planning already has a substantial presence in the Dallas Metro, the addition of Stratford Consulting will augment our plans to become far more competitive in that market. We are delighted to have them join our team."

Susan Schildt, Managing Principal of Stratford Consulting, said: "As a boutique comprehensive financial planning RIA, we did not anticipate finding that a national firm would be a fit for us. In Creative Planning we have found a company with deep resources and an outstanding reputation that also shares our view of how to best treat and work with clients. We could not be more excited about joining the Creative Planning team."

Peter Mallouk went on to say, "Susan and Mike embody the values we cherish most: a consultative, needs-based view towards investing and a naturally collaborative approach with their clients. It is a privilege to have the Stratford Consulting team join Creative Planning."

Stratford Consulting was represented exclusively in this transaction by Republic Capital Group.

About Creative Planning
Creative Planning, Inc. 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 services for individuals as well as 401(k) and institutional money management.  Creative Planning manages approximately $48 billion in assets across all 50 states.

Data as of January 20, 2020.

Contact: Peter Mallouk, Creative Planning, Inc.,913-696-0500

Related Links

SOURCE Creative Planning

These press releases may also interest you

at 11:12
Codecademy announced today that it has more than 100,000 Codecademy Pro members and doubled its annual revenue growth with more than a year of positive cash flow.  The company has more than 45 million people in 190 countries learning to code through...

at 11:10
Car accidents are very common in the United States and most of them are caused by human error. Although most of the accidents are minor, tens of thousands of lives are lost each year in fatal car crashes. It is important to drive carefully and follow...

at 11:05
LICT Corporation ("LICT" or the "Company"; OTC Pink®: LICT) reports preliminary, unaudited, financial results for the year ended December 31, 2019. FOURTH QUARTER RESULTS ? In 2019, LICT's fourth quarter revenues increased $2.8 million to $31.2...

at 11:02
Myndshft Technologies, a leading provider of real-time benefit check and prior authorization technology for diagnostic and genomics labs today announced a partnership with laboratory information management system (LIMS) provider, TrueMed IT. The...

at 11:01
Whether they're driving a new Toyota off the lot or already have one in the driveway, car owners behind the wheel of a Toyota connected vehicle now have an easier way to get insurance. Nationwide and Toyota Insurance Management Solutions (TIMS) have...

at 11:01
Philadelphia College of Osteopathic Medicine (PCOM) and Organic Remedies are pleased to announce a strategic partnership dedicated to health outcomes-based research involving cannabinoids and medical marijuana. PCOM and Organic Remedies have signed a...

News published on 22 january 2020 at 10:00 and distributed by: