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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 & CEO of Creative Planning and affiliated companies, which provide comprehensive wealth management services.
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. [4]
Creative Planning’s CEO, Peter Mallouk, shares useful investment techniques, highlights the importance of a disciplined investment approach and pinpoints common, yet avoidable, mistakes made by...
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Jun 30, 2024 · 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.
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.
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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.
