Wipfli Financial Advisors acquired by Creative Planning
A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.
Source: accountingtoday.com
Stay updated with breaking news from Milwaukee Based Top. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.