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Peter Mallouk — Recognition Peter has been widely recognized in the world of wealth management. For three consecutive years (2013-2015), Barron’s rated him No. 1 on its annual “Top 100 Independent Financial Advisors” list, and Worth magazine featured him in both 2017 and 2018 in its “Power 100” — a list of the most powerful men and women in global finance.
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 ...
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
Dec 31, 2023 · Our Story. Beginning as a small office in Kansas City, Creative Planning was founded on the belief that clients deserved a better way to grow and manage their wealth. When President and CEO Peter Mallouk purchased the company in 2004, he made it his goal to see that belief through by establishing a people-first culture and a vision of serving ...
Oct 2, 2023 · How Peter Mallouk, the man of the moment, rose to the top. Before stunning the RIA industry by buying Goldman Sachs’ $29.4bn mass affluent advisory business, Mallouk grew Creative Planning through referrals, TV ads, M&A and a partnership with Tony Robbins. But the story begins in Cairo…. Admirers credit Creative Planning chief executive ...
Jun 5, 2024 · If you were to ask CEO and president of Creative Planning Peter Mallouk what he loves most about the industry, he’ll give you a two-fold answer. “The most rewarding part is helping a client ...
