Company Information

Get to know creative planning solutions

Founded in 1983 and led by President and CEO Peter Mallouk, Creative Planning, LLC is one of the largest independent wealth management firms in the United States. The company operates as a Registered Investment Adviser (RIA) and is committed to a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its mission is to provide clients with comprehensive, objective financial advice by integrating services such as investment management, financial planning, retirement planning, tax services, and estate planning under one roof. The firm has grown significantly through both organic expansion and strategic acquisitions.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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creative planning solutions

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.