Creative Planning Acquires Kowal Investment Group
December 21, 2024
Creative Planning, a large independent wealth management firm based in Overland Park, Kansas, acquired Kowal Investment Group, an RIA based in Brookfield, Wisconsin. The deal closed December 21, 2024; Kowal's 20 employees and approximately $1.3 billion in AUM joined Creative Planning as part of the firm's ongoing nationwide expansion.
- Buyers
- Creative Planning
- Targets
- Kowal Investment Group
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.