Creative Planning to acquire $300M RIA

Firm founded by Paula Hogan is based in Milwaukee, Wis.

Dec 3, 2019 @ 12:05 pm

By InvestmentNews

Creative Planning Inc., an Overland Park, Kan.-based RIA managing $45 billion in assets, is planning to acquire Hogan Financial Management, a Milwaukee, Wis.-based RIA managing $300 million.

[More:Allworth Financial acquires $2.8 billion RIA]

Hogan Financial was founded by Paula Hogan, who manages the firm with her partner, Clint Wondra.

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