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- Peter Mallouk has never strayed far from his hometown, and the founder of fast-growing Creative Planning aims to make Kansas City (and financial planning) a better place. Peter Mallouk stands outside his company's Creative Campus headquarters, where he proudly professes his Kansas City allegiance.
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Creative Planning was founded in 1983 in Overland Park, Kansas, a suburb of Kansas City, Missouri. Peter Mallouk acquired the company in 2004 after working for the firm for five years as an estate planner.
Jun 11, 2024 · All my aunts and uncles moved to different cities. But I graduated, went back to Kansas City, got a job, and next thing I knew I was running creative planning. And by the time I even thought about where I was located, creative planning had been, you know, too successful to consider anything else.
Oct 23, 2023 · Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions. OCT 23, 2023 By Bruce Kelly
Dec 15, 2019 · RITHOLTZ: We have been speaking with Peter Mallouk. He is the CIO and President of Creative Planning, a $45 billion firm headquartered in Kansas City. MALLOUK: That’s right, yeah. RITHOLTZ: If you enjoy this conversation, well, be sure and come back for the podcast extras where we keep the tape rolling and continue discussing all things RIA ...
Feb 8, 2024 · Creative Planning, the Overland Park wealth-management firm, ended 2023 with nearly $230 billion in assets under management or advisement. CEO Peter Mallouk shared some observations about the journey from a boutique advisory firm in 2004 to a national powerhouse firm in 20 years.
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.
