Peter Mallouk

Peter Mallouk

Principal at Creative Planning, Inc.

Location
Kansas City, Missouri Area
Industry
Financial Services

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Peter Mallouk's Overview

Current
Education
Connections

500+ connections

Websites

Peter Mallouk's Summary

Peter Mallouk is the President and Chief Investment Officer of Creative Planning. On August 25th, 2013, Barron's magazine named Peter the #1 Independent Financial Advisor in America. On May 14, 2014, CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States.

Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Creative Planning currently manages approximately 12 billion for clients in all 50 states and abroad.

Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management

Peter Mallouk's Experience

President and Chief Investment Officer

Creative Planning

Privately Held; 51-200 employees; Financial Services industry

December 1998Present (15 years 10 months)

Peter Mallouk's Skills & Expertise

  1. Estate Planning
  2. Strategic Planning
  3. Investment Management
  4. Trusts
  5. Finance
  6. Wealth Management
  7. Business Development
  8. Employee Benefits
  9. Charities
  10. Investment Advisory
  11. Retirement Plan Consulting
  12. Investments
  13. Risk Management
  14. Asset Management
  15. Financial Planners
  16. Strategic Financial Planning
  17. Securities
  18. Insurance
  19. High Net Worth Individuals
  20. Private Equity
  21. Mutual Funds
  22. Retirement Planning
  23. Equities
  24. Wealth Management Services
  25. Uniform Combined State Law
  26. Series 7
  27. Portfolio Management
  28. Asset Allocation
  29. Trading
  30. Wills
  31. Investment Strategies
  32. Succession Planning
  33. Series 63
  34. Retirement

View All (34) Skills View Fewer Skills

Peter Mallouk's Education

University of Kansas - School of Law

J.D., Law

19931996

The University of Kansas

B.A., Business

19891993

The University of Kansas

BGS, Economics, Political Science, Psychology

19891993

Certified Financial Planner

CFP

Peter Mallouk's Additional Information

Websites:
Groups and Associations:

Executive Board Member, KCCAN Advisory Board Member, Kansas City Hospice Foundation Board Member, Finance Council, St. Michael's

Honors and Awards:

#1 Fee Only Wealth Management Firm in America, CNBC, 2014

#1 Independent Financial Advisor in America, Barron's Magazine, August, 2013 and 2014

Top 300 RIAs in America, Financial Times Magazine

Top 50 Financial Advisors, Forbes Magazine

Top 100 Wealth Managers in America, Worth Magazine

#1 Advisor in America for Baby Boomers, Boomer Market Advisor

#1 Wealth Management Firm, Ingram's Magazine Reader's Choice

Top Wealth Management Firms, Advisor One

Top 150 Financial Advisors for Physicians, Medical Economics

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