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Creative Planning

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Peter Mallouk's photo - President & CEO of Creative Planning

President & CEO

Peter Mallouk

CEO Approval Rating

100/100

Est. Annual Revenue
$100-500M
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Est. Employees
500-1.0K
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Funding
$0

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Creative Planning Headquarters

5454 W 110th Street

Overland Park, Kansas66211

866-273-2848

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Creative Planning Summary

ABOUT

Overview

Creative Planning is a Kansas-based wealth management firm that provides services such as financial planning and investment management for individuals and businesses. Creative Planning was founded in 1983. Creative Planning's headquarters is located i...

CEO

Creative Planning's President & CEO, Peter Mallouk, currently has an approval rating of 100%. Creative Planning's primary competitors are Bel Air, TC Wealth Partners & Equity Planning.

Investments

Recent investment data cannot be found related to Creative Planning

Frequently Asked Questions about Creative Planning

  1. When was Creative Planning founded?

    Creative Planning was founded in 1983
  2. Who is Creative Planning's CEO?

    Creative Planning's CEO is Peter Mallouk
  3. How much revenue does Creative Planning generate?

    Creative Planning generates $110M in revenue
  4. How much funding does Creative Planning have?

    Creative Planning has historically raised $0 in funding
  1. Where is Creative Planning's headquarters?

    Creative Planning's headquarters is in Overland Park Kansas, USA
  2. How many employees does Creative Planning have?

    Creative Planning has 850 employees
  3. What sector does Creative Planning operate in?

    Creative Planning is in Asset & Investment Management
  4. Who are Creative Planning's competitors?

    Creative Planning's top competitors are Bel Air, TC Wealth Partners, Equity Planning

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