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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 ...
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] The company provides wealth management services for individuals, businesses and institutions, including ...
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’s CEO, Peter Mallouk, shares useful investment techniques, highlights the importance of a disciplined investment approach…. Show more.
Oct 2, 2023 · Admirers credit Creative Planning chief executive Peter Mallouk’s remarkable success as an RIA operator to his drive, decisiveness and prescience. Critics say he can be ruthless, guarded and autocratic.
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...
Dec 19, 2022 · In the view of Peter Mallouk, the CEO of Creative Planning, the competitive landscape facing today’s independent financial advisors is equal parts daunting and exciting.
Peter Mallouk. Creative Planning. Overland Park, Kansas. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes...
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.
