Ad
related to: Peter MalloukLearn 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.
- Our Team
Meet the Team Focused on Providing
You a Successful Financial Journey.
- Peter Mallouk Articles
Read What's Going On in the Markets
and What Scenarios Could Unfold.
- Locations
Find a Financial Advisor Near You.
Serving Clients in All 50 States.
- Contact Us
Find a Financial Advisor Near You.
Free, No Obligation Consultation.
- Fiduciary Advisors
Your Best Interests. Always.
Free, No-Obligation Consultation.
- Business Owner Services
In-House Business Advisory Services
Schedule Time to Talk to Us.
- Our Team
Search results
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 manages more than $300 ...
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.
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…
- 500+
- Creative Planning
- 22K
- United States
People also ask
Who is Peter Mallouk?
Is creative planning's Mallouk a Kansas City Guy?
What does the mallouks do?
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.
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.
Ad
related to: Peter MalloukLearn 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.