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Peter Mallouk

Principal at Creative Planning, Inc.

Peter Mallouk is a highly accomplished individual in the field of wealth management, currently serving as the President of Creative Planning, a top Independent Wealth Management Firm in the United States. He has received numerous prestigious accolades and awards, including being named the #1 Independent Financial Advisor in America by Barron's for three consecutive years. Peter is also recognized among Worth Magazine's Power 100 list, showcasing the most influential figures in global finance. With an extensive educational background from the University of Kansas and multiple specializations in wealth management, investment, financial and estate planning, tax planning, and charitable planning, Peter leads Creative Planning in managing over $49.4 billion for clients across the U.S. and internationally. His dedication to excellence has been further highlighted by receiving the Ernst & Young Entrepreneur of the Year Award in 2017.

Highlights

Aug 30 · linkedin

@Jonathan Clements and I discuss what's 'normal' for the stock market, and why not all investment risks are rewarded.

Aug 10 · linkedin

A big congratulations to all at Creative Planning for coming in 1st place in Corproate Challenge. I had a great time with the team that led the way! Thank you to Jennifer Price, CFP® Mason Schoen, CFP®, AWMA™, APMA™ Susie Uppman Sam Romersberger, CFA , CFA Carson Schram Brad Blessen, MBA Sarah Flanagan and Zach Bourquin, CPA Lacey Kerwin Halle Holmes, CFP®, CPA and Lindsey Dey

Peter Mallouk
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Location

Overland Park, Kansas