Creative Planning to acquire $300M RIA

Creative Planning to acquire $300M RIA
Creative Planning to acquire $300 million Hogan Financial Firm founded by Paula Hogan is based in Milwaukee, Wis.
DEC 03, 2019
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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