MergerLinks Header Logo

Announced

Completed

Creative Planning completed the acquisition of Thun Financial Advisors.

Synopsis

Creative Planning, a wealth management firm, completed the acquisition of Thun Financial Advisors, a provider of financial planning and investment management services. Financial terms were not disclosed. "I and the Thun Financial Team are very excited to join Creative Planning to work together to bring integrated investing and financial planning to investors around the world. Creative Planning is among the few financial service companies willing to embrace the complexities of cross-border advising. That makes our firms a great fit," David Kuenzi, Thun Financial President.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US