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   Who is creative planning CEO Peter Mallouk?

   • Robbins almost parachuted into Creative Planning CEO Peter Mallouk's existence out of a clear Kansas sky. Mallouk had about $18 billion of AUM when the two men formed an alliance. His firm was just below critical mass as a national RIA but had a voracious appetite for new investors as an RIA that was way past mom-and-pop status.

   Exclusive: Creative Planning's split with Tony Robbins was

   riabiz.com/a/2019/5/24/exclusive-creative-plannings-split-with-tony-robbins-was-in-the-works-well-before-self-help-gurus-sexual-misconduct-allegations-says-peter-mallouk

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   How much money does Mike Mallouk have?

   • But in the name of moving his RIA forward, the CEO and founder of Creative Planning, which manages about $18 billion from Leawood, Kan., is determined to get over that. “We’ve grown by several billion every year,” Mallouk says.

   Reference

   riabiz.com/a/2016/4/5/what-to-make-of-peter-mallouks-sweeping-deal-with-tony-robbins-and-where-the-unlikely-pairing-goes-from-here

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   How rich is Peter Mallouk?

   • Have you ever wondered how rich Peter Mallouk is, as of late 2017? According to authoritative sources, it has been estimated that Mallouk’s net worth is as high as $75 million, an amount earned through his successful career, active since the ‘80s.

   Peter Mallouk Net Worth 2020: Wiki, Married, Family

   networthpost.org/peter-mallouk-net-worth/

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   Is Peter Mallouk American?

   • Unfortunately, his birth date and place are omitted from the media, but it is known that he is American. Have you ever wondered how rich Peter Mallouk is, as of late 2017?

   Peter Mallouk Net Worth 2020: Wiki, Married, Family

   networthpost.org/peter-mallouk-net-worth/

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2. www.barrons.com › advisor › articlesEx-Creative Planning Director Sues Schwab, Fidelity, His ...

   www.barrons.com › advisor › articles

   May 25, 2022 · Stephen Greco accuses Creative Planning, company founder Peter Mallouk, and several custodians of anti-competitive practices, unfair competition, breach of contract, and other misconduct.

   • Author: Andrew Welsch

3. citywire.com › ria › newsRIA’s lawsuit alleges malicious conspiracy among Creative ...

   citywire.com › ria › news

   • Cached

   May 24, 2022 · The civil suit also names Creative Planning chief executive Peter Mallouk and the company’s private equity backer, General Atlantic, as defendants; none of the named defendants have yet responded to the complaint. Greco is asking for compensatory, treble and punitive damages, the exact amount of which would be determined through a jury trial.

   • Author: Ian Wenik

4. riabiz.com › a › 2018/9/17After settling with the SEC for $250,000 over two compliance ...

   riabiz.com › a › 2018/9/17

   • Cached

   Sep 17, 2018 · The CEO of Creative Planning ran into trouble after a local radio host became a client and part of his advertising. The host/client then enthused about his wealth manager well past the SEC's testimonial tolerance

5. Videos

   • 

     47:42

     youtube.com

     Expert financial advice from Peter Mallouk, coauthor of The Path

     Oct 18, 2020

     76.7K Views

   • 

     26:25

     youtube.com

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

     Jan 25, 2024

     3.3K Views

   • 

     3:27

     youtube.com

     In the long run this is great news: Peter Mallouk

     Jun 16, 2022

     21.7K Views

   View all

6. www.financial-planning.com › news › ria-referralsRIA referrals under scrutiny in lawsuit against Creative ...

   www.financial-planning.com › news › ria-referrals

   • Cached

   May 24, 2022 · In a lawsuit filed on May 19 in Chicago federal court against Creative Planning, firm founder Peter Mallouk, Charles Schwab, TD Ameritrade, Fidelity Investments and private equity firm General...

   • Author: Tobias Salinger

7. www.sec.gov › enforce › ia-5035-sInvestment Adviser and Its President Settle Charges for ...

   www.sec.gov › enforce › ia-5035-s

   • Cached

   Sep 18, 2018 · The firm's president and majority owner, Peter A. Mallouk, agreed to settle charges that he caused the firm's code of ethics violations. According to the SEC's order, in August 2015, CPI hired a radio station to broadcast advertisements for the firm through two radio hosts in the Kansas City area.

8. citywire.com › ria › newsCreative Planning responds to ex-exec's conspiracy lawsuit

   citywire.com › ria › news

   • Cached

   Sep 7, 2022 · In a memorandum of law supporting their joint motion to dismiss, attorneys representing Creative Planning, Schwab, TD Ameritrade, Fidelity and Creative Planning chief executive Peter Mallouk (pictured, left) said Greco provided ‘no evidence of collusion, either directly through “smoking gun” evidence, or indirectly, through facts from ...

9. riabiz.com › a › 2019/5/24Exclusive: Creative Planning's split with Tony ... - RIABiz

   riabiz.com › a › 2019/5/24

   • Cached

   May 24, 2019 · The CEO of the $38-billion Kansas RIA calls the severance an 'amicable' outcome after six months of talks in part sparked by shift to M&A strategy.