Sign In

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.

Peter Mallouk
Add to my network

Location

Overland Park, Kansas