Announced
Completed
Financials
Tags
financial planner
Private
Acquisition
Single Bidder
investment advisor
Completed
Asset Managers and Custodians
Majority
Friendly
United States
investment management
Private Equity
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.
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