CreativePlanningLLC


Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headq

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uartered in Overland Park, Kansas.

, United States of America
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Creative
Planning, LLC

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CreativePlanningLLC
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US 6576-4718-4655-5336
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CreativePlanningLLC
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.
 
US 6576-4718-4655-5336
CreativePlanningLLC
Participant 07/2025 valid 07/2026
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