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1. petermallouk.comPeter Mallouk - President & CEO - Creative Planning

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   Dec 31, 2023 · Peter Mallouk is a leading financial advisor, bestselling author and philanthropist. He heads Creative Planning, a wealth management firm with over $300 billion in assets and multiple accolades and awards.

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3. creativeplanning.com › peter-malloukPeter Mallouk | President and CEO of Creative Planning

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   Peter Mallouk is a financial advisor, lawyer and bestselling author who leads Creative Planning, a wealth management firm with clients in all 50 states and abroad. He is also a thought leader, speaker and philanthropist who has received numerous awards and recognition in the industry.

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4. www.morningstar.com › personal-finance › peterPeter Mallouk: The Financial Advice Industry Is ‘Still Very ...

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   Mar 26, 2024 · Learn about Peter Mallouk's background, career, and views on the financial advice industry in this podcast interview. He shares his story of immigrating to the US, starting a record store chain, and writing books with Tony Robbins.

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     Benzinga on MSN.com

     Rising Inflation Will Drive Stock Prices Higher, Says Expert: 'Pay Double For The Can Of Diet Coke…The Stock Price Will Eventually Follow'

     1 week ago

   • Quartz on MSN.com

     Most cryptocurrencies will go all the way to 'zero,' financial advisor says. But what about Bitcoin?

     Bitcoin and Ethereum were way up this week. Is that something people should consider getting involved with?PETER MALLOUK (PM): The crypto space is fascinating. So right, today there’s something like 9,

     7 days ago

   • Quartz on MSN.com

     Nvidia is overbought, but still a long-term buy, exec says

     Walmart says one of the reasons they’re doing so well is the affluent people that don’t normally go to Walmart are now going there and they’re cautioning investors, like, Hey, whenever the economy gets a little bit better,

     1 week ago

   • InvestmentNews

     Lead advisor key to Creative Planning model

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   • Quartz on MSN.com

     GameStop stock has no value of any kind, says exec

     The transcript of this conversation has been lightly edited for length and clarity.ANDY MILLS (AM): - GameStop last week was way up. This week RFK Jr. says he’s investing $24,000 or something into GameStop.

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6. creativeplanning.com › aboutAbout Creative Planning | Leader in Wealth Management

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   Dec 31, 2023 · Creative Planning is a financial advisory firm that provides customized services for every aspect of your financial picture. Founded by Peter Mallouk in 2004, the firm has a fiduciary approach, a global reach and a commitment to community impact.

7. en.wikipedia.org › wiki › Creative_PlanningCreative Planning - Wikipedia

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   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]

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     Investing Strategies with Peter Mallouk

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     'It's Not A Crash Landing, Which I Consider An Overwhelming Success' | Peter Mallouk

     Jan 25, 2024

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     Unshakeable by Tony Robbins and Peter Mallouk Intro

     Aug 11, 2023

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9. www.linkedin.com › in › peter-malloukPeter Mallouk - Creative Planning | LinkedIn

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   Peter Mallouk is a nationally recognized financial advisor, CEO of Creative Planning, and co-author of several books with Tony Robbins. He has been featured in Worth, Barron's, and other publications as one of the top wealth managers in America.

   • Location: Creative Planning

10. citywire.com › ria › newsHow Peter Mallouk, the man of the moment, rose to the top

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    Oct 2, 2023 · Learn how Peter Mallouk, the CEO of Creative Planning, built a $245bn wealth management firm from a small planning division. Discover his journey from Egypt to Kansas, his entrepreneurial spirit, his acquisitions and his partnership with Tony Robbins.

11. People also ask

    Who is Peter Mallouk?

    • 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.

    Peter Mallouk - President & CEO - Creative Planning

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    Who is creative & Mallouk?

    • Occasional M&A rival Brent Brodeski, chief executive of Savant Wealth Management, describes Creative as an ‘amazing growth story with a lot of capabilities’ and Mallouk as ‘a formidable competitor who doesn’t like to lose.’

    How Peter Mallouk, the man of the moment, rose to the top - Citywire

    citywire.com/ria/news/how-peter-mallouk-the-man-of-the-moment-rose-to-the-top/a2427124

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    Is Mallouk a 'horrible experience'?

    • Chastened at the time, Mallouk described the regulatory penalty as a ‘horrible experience’ but now calls the testimonial fine ‘ridiculous,’ noting the SEC has subsequently changed its rules. After relying on organic growth and being a sole owner for 15 years, Mallouk abruptly shifted gears in 2019 and 2020.

    How Peter Mallouk, the man of the moment, rose to the top - Citywire

    citywire.com/ria/news/how-peter-mallouk-the-man-of-the-moment-rose-to-the-top/a2427124

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    Is creative planning's Mallouk a Kansas City Guy?

    • "Creative Planning's Mallouk is a Kansas City guy". Kansas City Business Journal. Archived from the original on November 6, 2020. Retrieved November 27, 2021. ^ a b Dornbrook, James (May 4, 2021). "Creative Planning's latest acquisition adds $5B in assets". Kansas City Business Journal. Archived from the original on May 5, 2021.

    Creative Planning - Wikipedia

    en.wikipedia.org/wiki/Creative_Planning

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