Wipfli Financial Advisors - Ownership and Business Overview

Financial ServicesCompany

Wipfli Financial Advisors Ownership

Who owns Wipfli Financial Advisors?

Wipfli Financial Advisors is owned by Creative Planning. It was acquired on August 17, 2022.

Wipfli Financial Advisors Business Overview

Where is Wipfli Financial Advisors headquartered?

Wipfli Financial Advisors is headquartered in Wauwatosa, Wisconsin.

What sector is Wipfli Financial Advisors in?

Wipfli Financial Advisors is a financial services company.

When was Wipfli Financial Advisors founded?

Wipfli Financial Advisors was founded in 1999.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Wipfli Financial Advisors

Wipfli Financial Advisors LLC

10000 W Innovation Drive,
Wauwatosa, Wisconsin 53226
United States,
www.wipflifinancial.com

Wipfli Financial Advisors is a provider of fiduciary-focused financial advice available to the everyday investor. Wipfli Financial Advisors was founded in 1999 and is based in Wauwatosa, Wisconsin.


Company Summary

SECTOR

Financial Services

Established

1999

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