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Jan 4, 2022 · Peter Mallouk is CEO of Creative Planning. Creative Planning intends to have a busy year of mergers and acquisitions in 2022, kicking things off by adding $300 million in assets from acquiring...
- James Dornbrook
- Staff Writer
- jdornbrook@bizjournals.com
- Kansas City Business Journal
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...
- 500+
- Creative Planning
- 23K
- United States
833-416-4702. Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.
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.
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]
Peter Mallouk, President & CEO of the $55B Overland Park, Kansas-based RIA firm, seems to be on a tear these days, driving inorganic growth like never before. He joins the show to discuss the firm’s extraordinary growth, including: Why he purchased the nascent RIA firm in 2004—and how he grew Creative Planning from $30mm in assets to $500mm ...
Jan 21, 2019 · Please enjoy this transcript of my interview with Peter Mallouk (@PeterMallouk), President of Creative Planning, which provides wealth management services to clients, manages over $36 billion for clients in all 50 states and abroad, and has been featured as the number one independent wealth managem...
