Creative Planning to acquire Wipfli Financial Advisors.

Creative Planning, a wealth management firm, agreed to acquire Wipfli Financial Advisors, a wealth management and investment advisory firm. Financial terms were not disclosed. "Creative Planning is excited to bring on the Wipfli Financial Advisors team. Their presence in Colorado, Illinois, Minnesota, New Hampshire, Montana, Pennsylvania, and Wisconsin will help us better serve our clients throughout the US. From our first conversations with Jeff Pierce and the rest of the Wipfli Financial team, it was evident that this was a perfect match. Wipfli Financial shares the same core values that we instill at Creative Planning and we are excited to hit the ground running," Peter Mallouk, Creative Planning CEO.