WealthPlan Partners Acquires EFS Wealth Management Group
September 27, 2024
WealthPlan Partners, a national Registered Investment Adviser based in Omaha, acquired EFS Wealth Management Group, a Sioux City/Sioux Falls-based wealth management firm that manages approximately $360 million in client assets. EFS founder Marc Geels will join WealthPlan as Head of Private Wealth Management to build the firm's ultra-high-net-worth capability as WealthPlan expands its Midwest presence.
- Buyers
- WealthPlan Partners
- Targets
- EFS Wealth Management Group
- Industry
- Financial Services
- Location
- Iowa, 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.