Peter mallouk biography

American financial services company

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 , and is headquartered in Overland Park, Kansas.^[4]

History

Early history and growth

Creative Planning was founded in ^[5] in Overland Park, Kansas, a suburb of Kansas City, Missouri.^[6] The business initially operated as a small division within a larger financial services provider.^[7] In , Peter Mallouk began working as an estate planner for the firm^[8] and performing other consulting functions in his capacity as an attorney.^[9] He acquired Creative Planning in ^[8] The division was managing $34 million in assets at the time^[10] and had around 30 clients.^[9]

Mallouk focused on growing the firm organically.^[11] By , Creative Planning's asset Peter Mallouk Net Worth - Age, Height, Weight, Wiki & Biography REGU