Call Us: 1.866.273.2848 Client Login Peter Mallouk Peter Mallouk is President of Creative Planning, LLC Home|Peter Mallouk – President & CEO – Creative Planning Peter Mallouk – President & CEO – Creative Planning FINANCIAL ADVISOR, BEST SELLING AUTHOR Peter Mallouk, JD, MBA, is the President and CEO of Creative Planning and affiliated companies. Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services, and charitable planning. Creative Planning provides wealth management services to high net worth clients, manages over $100 billion* for clients in all 50 states and abroad, is featured as the #1 Independent Wealth Management Firm in America by Barron’s, (2017) and has been featured in CNBC’s wealth manager rankings as the ‘#1 Wealth Management Firm in America’ in 2014 and 2015. The New York Times, in an article about the firm, said “Creative Planning is at the vanguard of a profound shift in finance.” (2017) Peter has been featured in Barron’s as one of the ‘Top 100 Independent Financial Advisors in America,’ having won the award for three consecutive years (2013-2015). Peter is featured on Worth magazine’s ‘Power 100’, featuring the most powerful men and women in global finance (2017 & 2018). Creative Planning was featured in Forbes in 2016 as the #1 RIA for growth over the last 10 years prior, and Financial Times’ ‘Top RIA List’ (2014-2020). Creative Planning is also featured in Ingram’s magazines’ issues on ‘Best Wealth Manager’ (2020) and ‘Corporate Champion’ (2018) and Kansas City Business Journal magazines’ issue on ‘Best Places to Work’ (2020). Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter is the recipient of the University of Kansas School of Business Distinguished Alumni Award, becoming the second youngest recipient to receive the award. His wife Veronica holds the spot of the youngest! Peter is the founder, current executive board member, and former five-year Chairman of KCCAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City. He is also the founder and current executive board member of Pathway Financial Education, an organization dedicated to providing teenagers, adults, and business owners in under-resourced communities with actionable financial education. Peter is a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award (2017). Peter and his wife Veronica are the recipients of the Giving the Basics Human Dignity Award for their contributions towards helping those less fortunate meet basic needs, and recipients of the Variety Presidential Citation Award for their work supporting those with special needs. Peter has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN! Most recently, Peter founded Pathway Financial Education, a Kansas City-based nonprofit that provides free financial training and education to small business owners, adults, and youth in under-resourced communities. Pathway was born from a vision that Peter had after recognizing an unmet need in under-resourced communities of comprehensive financial education and training. Pathway opened its doors April 13, 2021. Peter and Veronica have three children – Michael, JP, and Gabby. *Creative Planning manages approximately $100 billion as of November 2021 Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. For additional disclosures regarding rankings, please click here. 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