Creative Planning Acquires Thun Financial Advisors
July 14, 2020
Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.
- Buyers
- Creative Planning, Inc.
- Targets
- Thun Financial Advisors
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
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