Creative Planning
American financial services company / From Wikipedia, the free encyclopedia
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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.[2] The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.
Quick Facts Company type, Industry ...
Company type | Private |
---|---|
Industry | Financial services |
Founded | 1983; 41 years ago (1983) |
Headquarters | |
Area served | United States |
Services | |
AUM | US$245 billion (2023)[1] |
Owner | Peter Mallouk |
Number of employees | 2,100[1] (2023) |
Website | creativeplanning |
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