Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Kansas City Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a …

Looking for a financial planner or wealth manager near you? Creative Planning has clients nationwide, and has accessible offices across the country.

2025年1月31日 · (Bloomberg) -- From an office park in a Kansas City suburb, Peter Mallouk has grown Creative Planning into one of the country’s biggest financial advisors, managing or advising about $350 ...

2023年12月31日 · Peter Mallouk is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.

Creative Planning located at 10401 Holmes Rd Suite 400, Kansas City, MO 64131 - reviews, ratings, hours, phone number, directions, and more.

2024年9月30日 · Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.

Creative Planning, LLC. 6,435 likes · 83 talking about this · 133 were here. Creative Planning provides independent, fee-based, comprehensive wealth advisory services.

At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a...

Creative Planning is a national financial advisory firm headquartered in Overland Park, KS. The firm has $175.3 billion under management and employs 890 across 51 states.The firm caters to...