Primary Job Title President & Chief Executive Officer&Founder Primary Organization Creative Planning
Location Overland Park, Kansas, United States Regions Midwestern US Gender Male
Website petermallouk.com/ Facebook View on Facebook LinkedIn View on LinkedIn X (Twitter) View on X
Peter Mallouk was on Worth’s list of the 100 Most Powerful Men and Women in Global Finance in 2017. He’s the only financial advisor to have been featured at No. 1 for three years in a row (2013-15) in Barron’s “Top 100 Independent Financial Advisors in America.” As President and CEO of Creative Planning, Mallouk has found further success, garnering
a No. 1 ranking in Barron’s as the top Independent Wealth Management Firm in America (2017) and being featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).
While much of the praise may be recent, Peter’s approach has been anything but. According to Peter, “The wealth management industry is starting to go independent, avoid proprietary products, reduce tax consequences, and focus on needs-based investing. Creative Planning started doing that 15 years ago. As The New York Times says, ‘Creative Planning is at the vanguard of a profound shift in personal finance’ as we build what Barron’s declared as a ‘family office for all.’”
Creative Planning manages over $37 billion for clients in all 50 states and abroad. Suffice it to say, Peter’s knowledge and expertise in wealth management is earning far more than praise.
