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FUNDRAISING NEWS | September 30, 2024

WealthPlan Adds $275M Wisconsin Firm Klauke

Tags: Personnel, RIA Moves

Omaha, NE-based RIA WealthPlan Partners has acquired a three-person wealth management firm with $275M in assets under management, according to a September 27 press release.

Based in Onalaska, WI, Klauke Investments & Insurance Services is led by owner and advisor Michael W. Klauke, along with investment advisor representative Kenneth Kalk and operations manager Eve Opland. The group services over 300 clients in the greater Coulee region in Wisconsin. 

WealthPlan Partners oversees over $2.6B in assets across 5,000 accounts, per the RIA’s website.

View the press release here.

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