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Cover Image Jeff Pierce

Jeff Pierce

Principal and CEO at WIPFLI FINANCIAL ADVISORS

Manager

Deal Bio

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

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18 Nov 2021|United States|Asset Managers and Custodians

Target: REDWOOD WEALTH MANAGEMENT

Bidder: WIPFLI FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

17 Aug 2022|United States|Diversified Financials

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

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