Houlihan Lokey Advises Kowal Investment Group

Houlihan Lokey is pleased to announce that Kowal Investment Group, LLC (KIG), an independent registered investment advisor (RIA), has been acquired by Creative Planning, LLC, one of the nation’s largest RIAs. This transaction closed on December 20, 2024.

KIG is a Brookfield, Wisconsin-based RIA with a specialty in retirement planning that has been advising individuals and families for more than 37 years. KIG has established itself as a trusted financial advisory partner and developed lasting relationships through customized investment management, strategic financial planning, and thoughtful risk mitigation strategies. Bringing more than $1.3 billion in assets under management as of December 17, 2024, KIG’s client-centered legacy aligns seamlessly with Creative Planning’s comprehensive offering.

Based in Overland Park, Kansas, Creative Planning is an independent wealth management firm that provides a financial-planning-led investment management approach, retirement planning, estate planning, trust services, tax planning, and family office services for individuals as well as 401(k) and institutional clients. Creative Planning and its affiliates have more than $345 billion in combined assets under management and advisement across all 50 states and 90 countries as of September 30, 2024. United Capital Financial Advisors is an affiliate of Creative Planning.

This transaction with KIG represents Creative Planning’s 10th acquisition in two years, furthering the firm’s nationwide expansion of its wealth management services.

Houlihan Lokey acted as the exclusive financial advisor to KIG.

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