Creative Planning Inc. acquired Hogan Financial Management LLC in Milwaukee, adding $300 million in assets under management. This marks the company's fourth acquisition this year — and the fourth during its entire 36-year history.
Peter Mallouk, president and chief investment officer of the Overland Park-based wealth management firm, called Hogan Financial one of the strongest, longest-running independent wealth management firms in Milwaukee.
"We have a team in Milwaukee already, but this enables…
Creative Planning Inc. acquired Hogan Financial Management LLC in Milwaukee, adding $300 million in assets under management. This marks the company's fourth acquisition this year — and the fourth during its entire 36-year history.
Peter Mallouk, president and chief investment officer of the Overland Park-based wealth management firm, called Hogan Financial one of the strongest, longest-running independent wealth management firms in Milwaukee.
"We have a team in Milwaukee already, but this enables…