Search results
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 ...
About Peter Mallouk. A successful financial advisor as well as a lawyer, Peter has received wide acclaim for his work in the world of wealth management. He is a sought-after thought leader on financial topics and a New York Times bestselling author. Since 2004, Peter has led Creative Planning and its family of companies to provide comprehensive ...
Mar 26, 2024 · The founder and CEO of Creative Planning on why AI in financial advice is ‘inevitable’ and whether financial advisors will face fee compression. Christine Benz and Amy C. Arnott, CFA Mar 26 ...
Dec 31, 2023 · When President and CEO Peter Mallouk purchased the company in 2004, he made it his goal to see that belief through by establishing a people-first culture and a vision of serving clients through every phase of their financial lives. Explore Our Career Openings. WHAT DRIVES AND DEFINES US. Our Values.
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…
- Creative Planning
Number of employees. 2,100 [1] (2023) Website. creativeplanning .com. 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. [2]
Oct 2, 2023 · Profiles Oct 02, 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.
