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Peter Mallouk, Chief Executive Officer of Creative Planning, said, “ John Lame and the Lenox team have built an independent wealth management firm that mirrors the Creative Planning values of independence and a financial planning led investment approach.
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.
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...
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
Jun 7, 2024 · She joined Barstool in 2016, and transformed it from a regional blog to a national powerhouse, increasing revenue 5,000%. She has been named to Forbes, Crain’s and Adweek’s Most Powerful Women in Sports list, and Fast Company’s Most Creative People in Business. She is now the CEO of Food 52.
Aug 30, 2023 · Four years after the acquisition, the other shoe has finally dropped, with Goldman admitting defeat on the United Capital project and divesting from its rebranded Personal Financial Management division through a sale to Peter Mallouk’s Overland Park, Kan.-based mega-RIA Creative Planning.
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]
