Take Five – December 18, 2025

About Creative Planning

Creative Planning is an independent wealth management firm, registered investment advisor, business services and advisory firm. More specifically, the Creative Planning Business Services arm provides a comprehensive suite of services to support and empower agribusinesses and their owners.

Services Offered

Retirement Services, Investment Advisory, Accounting & Tax Payroll Services, Legal, M&A and Consulting, Audit & Attest, Human Capital Management, Valuations, Technology, Insurance

What Makes Creative Planning Unique

Creative Planning provides a team-based approach with in-house specialists across a multitude of professional services. We start by understanding personal and business goals and values, then design customized solutions and services that align with your goals.

What Creative Planning Values Most About AAI Membership

AAI keeps their members up to date on the issues and opportunities facing the industry. I appreciate this knowledge and the networking opportunities to engage with members to help them navigate these industry obstacles and opportunities.

Recent Successes

With AAI at the forefront of communication regarding recent changes to financial reporting requirements for Iowa Grain Dealers, we were able to proactively reach out and help Iowa agribusiness impacted by this rule change.

Something You Might Not Know About Creative Planning

Creative Planning works with clients in all 50 states, has 91 office locations across the U.S., has over 20,000 business clients and 85,000 investment advisory clients.

How To Contact Creative Planning

https://creativeplanning.com

[email protected]

319-739-2913

https://www.linkedin.com/in/eric-thuente-8671585/