OVERLAND PARK, Kan. (OCT. 14, 2025) — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced that SageView Advisory Group (“SageView”) President Jon Upham will lead the combined retirement solutions division at Creative Planning following the firm’s acquisition of SageView, which is expected later this year. The leadership appointment advances Creative Planning’s ... Read more The post Creative Planning Names Sageview President Jon Upham as...
