Milwaukee-based IPA 100 firm Wipfli LLP (FY22 net revenue of $506.9 million) is selling its wealth management and investment advisory services practice, Wipfli Financial Advisors, to Creative Planning LLC. As part of this deal, Wipfli will take a minority stake in Creative Planning.
“This transaction creates a strategic relationship that will allow our clients to access a broad set of services through innovative financial platforms,” says Wipfli MP Kurt Gresens.
