Creative Planning acquires $600 million RIA
Thun Financial Advisors specialize in serving U.S. citizens who live overseas
Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $49 billion, has acquired Thun Financial Advisors, a Madison, Wisconsin-based RIA managing $600 million.
Thun specializes in serving U.S. citizens who live, and or work, overseas.
[More: The strategy behind Creative Planning’s private equity deal]
Learn more about reprints and licensing for this article.
