Peter Mallouk is the president of Creative Planning, Inc. Peter was chosen as the #1 Independent Financial Advisor in America for three straight years (2013-2015) by Barron's and was selected as one of Worth Magazine's Power 100 (2017, 2018), a... Google Books
Born: 1970 (age 54 years)
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I am honored to serve as president and CEO of Creative Planning, LLC, a nationally… · Experience: Creative Planning · Education: The University of Kansas ...
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk.
Mar 6, 2024 · Peter Mallouk is the President & CEO of Creative Planning and affiliated companies, which provide comprehensive wealth management services.