On January 7, 2025, Creative Planning announced its acquisition of Kowal Investment Group.
Creative Planning announced on January 7, 2025, that it acquired Kowal Investment Group (“Kowal”). Kowal brings twenty employees to Creative Planning, and the deal closed on December 21, 2024. Further terms of the transaction were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment adviser that provides financial planning, investment management and retirement planning services. As of September 30, 2024, Creative Planning had approximately $345 billion in assets under management.
Kowal, based in Brookfield, Wisconsin, is a registered investment adviser offering customized investment management, strategic financial planning and risk mitigation strategies. As of December 17, 2024, Kowal had approximately $1.3 billion in assets under management. Houlihan Lokey acted as the exclusive financial advisor to Kowal on the transaction.
To read the press release: please click here.