Founded in 1983 and led by President and CEO Peter Mallouk, Creative Planning is a Registered Investment Adviser (RIA) that provides comprehensive wealth management services. The firm's mission is to offer conflict-free, holistic financial advice, integrating investment management, financial planning, tax, and estate planning services. Headquartered in Overland Park, Kansas, Creative Planning has grown to become one of the largest independent wealth management firms in the United States, expanding its national presence through both organic growth and strategic acquisitions.

Founded in

Canada