Creative Planning acquires $800 million Illinois firm
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The Oak Brook-based Dashboard Wealth Advisors was founded in 2013 by Scott Schuster, who has known Creative Planning CEO Peter Mallouk since their grade school days.
Creative Planning, an Overland Park, Kansas-based registered investment adviser with more than $100 billion in assets under management, is acquiring Dashboard Wealth Advisors, an Oak Brook, Illinois-based firm with more than $800 million in AUM.
Terms of the transaction were not disclosed.Dashboa
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