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Creative Planning Acquires Heritage Way Advisors

April 8, 2022

/PRNewswire/ -- Heritage Way Advisors (Heritage Way) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in...

United States Gary Ollmann Peter Mallouk Craig Dietel Illinois Based Wealth Management Firm Devoe Co

Source: prnewswire.com

Creative Planning Announces 3 More RIA Deals

April 8, 2022

The latest announced acquisition for the firm is Illinois-based Heritage Way Advisors with $450 million in AUM.

New York United States Overland Park Des Peres Emery Howard Gary Ollmann

Source: thinkadvisor.com

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Gary Ollmann News Today

Creative Planning Acquires Heritage Way Advisors

Creative Planning Announces 3 More RIA Deals

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