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Creative Planning Business Services Adds Yahnke as Business Advisory Director

Steve Yahnke is a seasoned business leader with over two decades of experience in investment banking, turnaround management, corporate finance and commercial lending for middle market businesses.

byBrianna Wilson
July 23, 2025
in News, People

Creative Planning Business Services added Steve Yahnke as a business advisory director, based in Milwaukee. With Yahnke’s addition, the former Alliance Management group now includes 14 professionals (with hundreds more in creative planning business services) serving the Midwest region from offices in Chicago, Minneapolis, Denver, Milwaukee and Kansas City.

Yahnke is a seasoned business leader with over two decades of experience in investment banking, turnaround management, corporate finance and commercial lending for middle market businesses. His industry background spans manufacturing, distribution, business services and real estate. Yahnke has led successful engagements in M&A advisory, capital raises, restructurings and strategic consulting, and has been recognized with notable honors including the TMA Business Transaction of the Year (2014) and the MBBI Team Collaboration Award (2015).

“Steve brings the kind of practical expertise and leadership that aligns perfectly with our mission to deliver clarity and results for middle market businesses facing complex financial challenges,” Chris Tomas, partner and business advisory director for Creative Planning Business Services, said. “He’s a proven operator with a strong Midwest presence and a reputation for getting things done.”

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