 | |
| Company type | Private |
|---|---|
| Industry | Financial services |
| Founded | 1983 |
| Headquarters | |
Area served | United States |
| Services | |
| AUM | US$300 billion (2024)[1][2] |
| Owner | Peter Mallouk |
Number of employees | 2,100[3] (2023) |
| Website | creativeplanning |
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 1983, and is headquartered in Overland Park, Kansas.[4] The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.
- ^ Kelly, Bruce (August 15, 2024). "Creative Planning hangs "Help Wanted" sign for advisors". Investment News. Retrieved September 13, 2024.
- ^ Mattlin, Ben (April 3, 2024). "Creative Planning Acquires ML&R Wealth Management". Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners and Wealth Managers. Retrieved September 13, 2024.
- ^ Cite error: The named reference
gswas invoked but never defined (see the help page). - ^ Vogler, Adam (October 19, 2018). "Creative Planning settles in to its new HQ". Kansas City Business Journal. Retrieved April 27, 2021.