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Wealth management firm Creative Planning acquires accounting firm BerganKDV

Published: June 5, 2023

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

Source: accountingtoday.com

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Peter MalloukJohn LangstonAllan KoltinMoines BerganDave HinnenkampFirm BerganKoltin Consulting GroupWealth Partners Capital GroupRepublic Capital GroupCreative PlanningMinnesota Based TopAccounting TodayDes MoinesCapital GroupCherry BekaertWarren Averett Asset ManagementPractice ManagementM Amp AWealth Management