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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. Forbes...
Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.
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.
Oct 2, 2023 · How Peter Mallouk, the man of the moment, rose to the top. Before stunning the RIA industry by buying Goldman Sachs’ $29.4bn mass affluent advisory business, Mallouk grew Creative Planning through referrals, TV ads, M&A and a partnership with Tony Robbins. But the story begins in Cairo…. By Charles Paikert.
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 manages more than $300 ...
Nov 8, 2021 · Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant ...
Jan 16, 2019 · The firm manages $37 billion in assets and was named by Barron’s as the #1 Independent Wealth Management Firm in America in four of the last six years.
Aug 28, 2019 · Peter Mallouk, president of the firm, sat down with reporter Greg Iacurci to discuss his new outlook on RIA deals, economics of the advisory business, and why the M&A market will never be...
Jan 3, 2024 · The firm he leads made six acquisitions, including its Aug. 28 purchase of the former United Capital wealth business from Goldman Sachs — which included roughly $29 billion in assets under ...
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…
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