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Creative Planning doubles retirement plan assets with $6 billion deal The deal brings on board all 15 employees from Iron Financial's 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 deal brings on board all 15 employees from Iron Financial’s retirement business, and more than dou...

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 don’t presently work in,” said Peter Mallouk, CEO of Creative Planning in an interview. “They wo...

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 nation's 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 assets under management.   "We are excited to bring the IRON Financial retirement division into ou...