Company · Finance · founded 1983
Creative Planning
Independent wealth management firm and registered investment advisor in Overland Park, Kansas, majority owned by Peter Mallouk, who acquired it in 2004 when it managed $34 million for about 30 clients.
Of the 1 person here linked to Creative Planning, 0 are founders and 1 is still there. These are people who succeeded, not the odds of succeeding.
Description and founding year: en.wikipedia.org. Each person's role links to its own source on their profile.
1 person at Creative Planning
Executive Still there
Role
President and CEO; majority owner, 2004–now
Source
· high confidence. The firm's own page says he has led Creative Planning since 2004 and lists him as President and CEO. The Wikipedia Creative Planning page says the firm is majority owned by him and that he acquired it in 2004.
Finance · Business Services 4 / 1
Peter Mallouk
President and CEO of Creative Planning, the Kansas wealth-management firm he bought in 2004 when it managed $34 million
physician's household · some · graduate degree