Creative Planning has acquired Kowal Investment Group, an RIA based in Brookfield, Wis.
Kowal Investment Group has been advising individuals and families on their financial needs for more than 37 years. The deal closed on Dec. 21, 2024, with 20 employees at Kowal Investment Group formally joining Creative Planning.
Bringing more than $1.3 billion in assets under management as of Dec. 17, 2024, Kowal Investment Group has established itself as a trusted financial advisory partner and developed lasting relationships through customized investment management, strategic financial planning and thoughtful risk mitigation strategies.
This transaction with Kowal Investment Group represents Creative Planning's 10th acquisition in two years.
