WealthPlan Partners Acquires Klauke Investments & Insurance Services
September 27, 2024
WealthPlan Partners, a national Registered Investment Adviser based in Omaha, Nebraska, has acquired Klauke Investments & Insurance Services, a wealth management and insurance firm in Onalaska, Wisconsin. The deal brings approximately $275 million in assets under management and over 300 clients to WealthPlan, expanding its Midwest presence and advisor platform.
- Buyers
- WealthPlan Partners, LLC
- Targets
- Klauke Investments & Insurance Services
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
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