M&A Deal Summary

WealthPlan Partners Acquires Klauke Investments & Insurance Services

On September 27, 2024, WealthPlan Partners acquired financial services company Klauke Investments & Insurance Services

Acquisition Highlights
  • This is WealthPlan Partners’ 2nd transaction in the Financial Services sector.
  • This is WealthPlan Partners’ 2nd transaction in the United States.
  • This is WealthPlan Partners’ 1st transaction in Wisconsin.

M&A Deal Summary
Date 2024-09-27
Target Klauke Investments & Insurance Services
Sector Financial Services
Buyer(s) WealthPlan Partners
Deal Type Add-on Acquisition

Target

Klauke Investments & Insurance Services

Onalaska, Wisconsin, United States
Klauke Investments & Insurance Services is a wealth management firm that offers comprehensive financial services, including asset allocation, retirement planning, life insurance reviews, and business benefits management. Klauke Investments & Insurance Services was founded in 1983 and is based in Onalaska, Wisconsin.

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Buyer(S) 1

Buyer

WealthPlan Partners

Omaha, Nebraska, United States
Category Company
Founded 1995
Sector Financial Services
DESCRIPTION

WealthPlan Partners is a full-service wealth management and financial planning firm. WealthPlan Partners offers a wide range of fee-based services, including investment management, financial planning, family office support, retirement planning, estate and tax strategies, and insurance solutions. WealthPlan Partners was founded in 1995 and is based in Omaha, Nebraska.

DEAL STATS #
Overall 2 of 2
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Wisconsin) 1 of 1
Country (United States) 2 of 2
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-27 EFS Group Wealth Management

Sioux, Iowa, United States

EFS Group Wealth Management specializes in offering financial planning, retirement planning, and investment services. EFS Group Wealth Management was founded in 1991 and is based in Sioux, Iowa.

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