Company Information

Get to know creative planning inc.

Founded in 1983 and led by President & CEO Peter Mallouk, Creative Planning is a Registered Investment Adviser (RIA) that provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. The company's mission is to offer a holistic and integrated approach to financial well-being by providing diverse services like financial planning, investment management, retirement planning, tax advice, and estate planning all under one roof. It has grown to become one of the largest independent wealth management firms in the United States, managing billions of dollars in assets.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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creative planning inc.

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.