1. Home >
  2. M&A >
  3. Add-on Acquisition >
  4. United States >
  5. Wisconsin >
  6. Creative Planning Acquires Kowal Investment Group

M&A Deal Summary

Creative Planning Acquires Kowal Investment Group

On January 7, 2025, Creative Planning acquired financial services company Kowal Investment Group

Acquisition Highlights
  • This is Creative Planning’s 22nd transaction in the Financial Services sector.
  • This is Creative Planning’s 36th transaction in the United States.
  • This is Creative Planning’s 3rd transaction in Wisconsin.

M&A Deal Summary
Date 2025-01-07
Target Kowal Investment Group
Sector Financial Services
Buyer(s) Creative Planning
Deal Type Add-on Acquisition

Target

Kowal Investment Group

Brookfied, Wisconsin, United States
Kowal Investment Group is a financial advisory partner and developed relationships through customized investment management, strategic financial planning and thoughtful risk mitigation strategies. Kowal Investment Group is based in Brookfied, Wisconsin.

Search 205,173 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Creative Planning

Overland Park, Kansas, United States
Category Company
Sector Financial Services
DESCRIPTION

Creative Planning is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning is based in Overland Park, Kansas.

DEAL STATS #
Overall 36 of 37
Sector (Financial Services) 22 of 22
Type (Add-on Acquisition) 32 of 33
State (Wisconsin) 3 of 3
Country (United States) 36 of 37
Year (2025) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-12 Edmonds Duncan

Lawrence, Kansas, United States

Edmonds Duncan is a client-focused, full-service wealth management company, that proactively plans and implements customized financial strategies designed to help our clients achieve financial objectives with confidence and personal service. Edmonds Duncan was founded in 2013 and is based in Lawrence, Kansas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-02-18 Maxwell Wealth Strategies

Pleasanton, California, United States

Maxwell Wealth Strategies provides financial advisory services and comprehensive wealth management to its clients. Maxwell Wealth Strategies was founded in 2015 and is based in Pleasanton, California.

Buy -
Mergr

Product

Company

Legal