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  2. Learn why clients stay with Peter Mallouk's firm, Creative Planning, year after year. Peter Mallouk is widely acclaimed for his work in wealth management at Creative Planning.

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  1. Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.

  2. 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 ...

  3. 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.

  4. 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.

  5. View Peter Mallouks 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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  7. Mar 26, 2024 · Peter is the President and CEO of Creative Planning, an independent Registered Investment Advisor with roughly $300 billion in combined assets under management and advisement.

  8. For his unmatched gift for growth, his industry-changing approach to client service, his vision and his team-building—although “team” might be the wrong word; today, it’s more along the lines of a military brigade—Peter Mallouk is Ingram’s choice for 2024 Executive of the Year in the chief executive officer category.

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