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Creative Planning doubles retirement plan assets with $6 billion deal The deal brings on board all 15 employees from Iron Financials retirement business, and more than doubles Creative Planning’s retirement plan assets to approximately $10 billion. February 4, 2021 Creative Planning has acquired the $6 billion retirement division of Iron Financial, marking the first time the $90 billion serial acquirer has purchased part of a wealth management firm, as opposed to buying the whole thing. The d...

IRON Financial’s retirement division focuses on government agencies, a new focus for Creative Planning. Creative Planning, an independent registered investment advisor in Kansas City, Kan., acquired a retirement division with $6 billion in assets under management from IRON Financial, a Northbrook, Ill. investment firm, according to a Wednesday announcement. The acquisition continues Creative Planning’s acquisition spree from 2020. “They work in a part of the 401(k) space that we do...

Creative Planning Acquires Retirement Plan Division of IRON Financial Illinois-Based Investment Management Firm Has a Total of $6 Billion in AUM News provided by Share this article Share this article OVERLAND PARK, Kan., Feb. 4, 2021 /PRNewswire/ -- Creative Planning Inc. ("Creative Planning"), one of the nations largest Registered Investment Advisers ("RIA"), today announced the acquisition of the retirement division of Northbrook, Ill-based IRON Financial, which has a total of $6 billion in ...