19 Followers on Owler

Creative Planning

is a Kansas-based wealth management firm that provides services such as financial planning and investment management for individuals and businesses... Read more

Overview Competitors Acquisitions Funding News & Insights

Creative Planning

is a Kansas-based wealth management firm that provides services such as financial planning and investment management for individuals and businesses... Read more

President & CEO

Peter Mallouk

CEO Approval Rating

100/100

1983

Overland ParkKansas

Kansas City Metropolitan Area

PrivateIndependent Company

Banking, Financial Services and Insurance

Asset & Investment Management

63216199 NAICS listing

https://creativeplanning.com/

Est. Annual Revenue

$100-500M

Agree?

Est. Employees

1.0-5.0K

Agree?

News

Creative Planning acquired Kowal Investment Group, LLC. for undisclosed amount

Creative Planning received undisclosed amount in Minority Stake Funding

Creative Planning Competitors

1

2

3

4

5

6

7

8

9

10

Unlock 16 + competitors

Trending Companies