Creative Planning Buys $600 Million RIA Focused on Oversees Clients
Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors.
Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors, a registered investment advisory firm that serves U.S. citizens overseas and has approximately $600 million in assets under management.
“David Kuenzi has built one of the most successful advisory firms in America serving U.S. citizens overseas, said Peter Mallouk, chief executive officer of Creative Planning. “Creative Planning has been working on a solution for our clients that work and live overseas and for those that live overseas and find us via books, podcasts and other means. Thun Financial Advisors has been delivering these services for years and greatly strengthens our ability to serve this segment of our client base.”
“I and the Thun Financial Team are very excited to join Creative Planning to work together to bring integrated investing and financial planning to investors around the world,” added David Kuenzi, president of Thun Financial Advisors.
Creative Planning is an independent wealth management firm that provides a financial planning, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.
