Creative Planning to Acquire Hogan Financial

December 9, 2019

On December 3, 2019, Creative Planning, Inc. announced that it had entered into an agreement to acquire Hogan Financial Management LLC.

Pursuant to the agreement, Creative Planning, Inc. (“Creative Planning”) will acquire Hogan Financial Management LLC (“Hogan Financial”). Hogan Financial founder, Paula Hogan, is expected to join Creative Planning. Terms of the deal were not disclosed.

Creative Planning is an independent wealth management firm based in Kansas that provides investment management services with a focus on financial planning, including retirement and estate planning, for individuals and institutions. It has approximately $45 billion in assets as of December 2019.

Hogan Financial is a Milwaukee-based Registered Investment Adviser that provides investment management and financial planning services. It has approximately $300 million in assets under management. Hogan Financial was advised in the transaction by Park Sutton Advisors, LLC.

To read the press release: please click here.


Investment Manager M&A, Transactions