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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
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.
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.
Jan 3, 2024 · Creative Planning President and CEO Peter Mallouk had a very busy 2023. The firm he leads made six acquisitions, including its Aug. 28 purchase of the former United Capital wealth business from...
Dec 13, 2021 · Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by CEO Peter Mallouk, was once again a top RIA acquirer this year, with most recent deals including...
Aug 29, 2023 · Creative Planning President Peter Mallouk said Tuesday that he fully recognizes not everyone now working at the Goldman wealth management unit, with $29 billion under management, will make the...
In the 20 years since he bought Creative Planning, Peter Mallouk has spearheaded a series of strategic, calculated enhancements to the wealth management firm’s service line, all designed to drive the organic growth of assets under management.
