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Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.
Dec 31, 2023 · Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.
View Peter Mallouk’s profile on LinkedIn, a professional community of 1 billion members. I am honored to serve as president and CEO of Creative Planning, LLC, a nationally…
Dec 31, 2023 · Creative Planning offers in-house expertise for financial planning and wealth management. The firm was founded in 1983 and is led by CEO Peter Mallouk.
Jun 30, 2017 · PROFILE. Peter Mallouk. Creative Planning. Overland Park, Kansas. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research....
Jan 3, 2024 · Creative Planning President and CEO Peter Mallouk had a very busy 2023. The firm he leads made six acquisitions, including its Aug. 28 purchase of the former United Capital wealth...
