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Creative Planning acquires Wipfli Financial Advisors
08/17/2022
Wipfli Financial Advisors today announced it has joined Creative Planning LLC, one of the largest registered investment advisers.
Tags: Firm News
View MoreWipfli Financial announces principal promotions for 2021
06/02/2022
Wipfli Financial Advisors, LLC is pleased to announce the promotion of three senior financial advisors, Eric Flynn, Noah Marell and Tony Perillo, to principals effective June 1.
Tags: Firm News
View MoreWipfli Financial Advisors named an Accounting Today Wealth Magnet for 2021
11/19/2021
Wipfli Financial Advisors makes the Accounting Today Wealth Magnet list, recognizing top CPA financial planners. The firm ranked #13 nationwide.
Tags: Firm News, Press Releases
View MoreWipfli Financial Advisors acquires Redwood Wealth Management
11/18/2021
Wipfli Financial Advisors, LLC, announced that it has entered into an agreement to acquire Redwood Wealth Management, LLC, a fee-only, independent advisory firm located in Alpharetta, Georgia.
Tags: Firm News, Press Releases
View MoreWipfli Financial Advisors introduces Craig Bartlett as head of advisor success
11/05/2021
Wipfli Financial Advisors, LLC has appointed Craig Bartlett, CFP®, as head of advisor success to provide resources, coaching and accountability to its financial advisor teams.
Tags: Firm News, Press Releases
View MoreJeff Pierce honored as “Executive Leadership Luminary” by ThinkAdvisor
08/26/2021
Jeff Pierce, CEO of Wipfli Financial Advisors, has been awarded a Luminary award for his leadership. “It’s important that people know I genuinely want to hear from them,” he said.
Tags: Firm News, Press Releases
View MoreWipfli Financial recognized on Financial Advisor’s 2021 top RIAs list
08/11/2021
Wipfli Financial Advisors makes Financial Advisor’s Top RIA list for 12th year. The investment advisory firm realized 18.23% growth year over year and moved up the rankings.
Tags: Firm News, Press Releases
View MoreWipfli Financial Advisors crosses $5 billion milestone
07/29/2021
Wipfli Financial Advisors, LLC, announced today that it has reached a milestone of $5 billion asset under management (AUM).
Tags: Firm News, Press Releases
View MoreWipfli Financial Advisors Named to Financial Advisor Magazine’s 2020 Top RIAs
08/22/2020
Wipfli Financial Advisors, LLC (Wipfli Financial), a national investment advisory firm, has placed on Financial Advisor Magazine’s RIA Ranking list for the 11th year — coming in at number 104 out of 715 firms included for 2020. The list ranks registered investment advisory firms by assets under management (AUM).
Tags: Firm News, Press Releases, Awards/Rankings
View MoreWipfli Financial Advisors named to 2020 Accounting Today’s Top Wealth Magnets List
06/23/2020
Wipfli Financial Advisors, LLC (Wipfli Financial), has maintained its #11 spot on Accounting Today’s “Wealth Magnets” list, which every year ranks the top 150 CPA-affiliated wealth management firms. The firm also made it, once again, into the Billion Dollar Club which ranks those firms who manage over $1 billion in client assets.
Tags: Firm News, Press Releases, Awards/Rankings
View MoreContact Us
To interview one of our leaders, contact:
Sara Snyder
sara.snyder@wipfli.com
920.832.2416
