Creative Planning Inc. Email & Phone number of top level executives

Creative Planning Inc.

Financial Services

Creative Planning Inc is a financial advisory and wealth management company based in the United States. Founded in 1983 by Peter Mallouk, the company aims to provide personalized investment management solutions to its clients. With its headquarters in Kansas, the company serves individuals, families, and institutions nationwide, managing over $60 billion in assets. The company offers a range of services, including retirement planning, investment management, tax planning, estate planning, and charitable giving. Creative Planning Inc is known for its innovative investment strategies, and has been recognized as one of the fastest-growing independent financial advisory firms in the country.