Creative Planning acquires $300 million Ohio RIA

Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $100 billion, has acquired Berno Financial Management, a Cincinnati-based RIA managing more than $300 million.

Bruce J. Berno founded his eponymous firm in 1993, which had offices in 20 states. He and all the firm’s employees have joined Creative Planning.

The post Creative Planning acquires $300 million Ohio RIA appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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