About Creative Planning
Creative Planning is one of the largest independent registered investment advisors in the US, offering comprehensive wealth management, tax, estate planning, and investment services.
Regulatory Status & Licenses
Regulated by SEC
Key Details
CEO / Leadership
Peter Mallouk
Headquarters
Overland Park, KS
Founded
1983
Employees
2,000
AUM / Assets
$300B
Region
USA
Profile information
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