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Oct 23, 2023 · Mallouk’s personal stake in the firm could someday translate into an astonishing windfall for the 53-year-old son of an Egyptian immigrant. For instance, he hasn’t diluted his percentage of...
Jun 28, 2024 · In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will gain both an inspirational outlook and practical advice.
Dec 15, 2019 · RITHOLTZ: My extra special guest this week is Peter Mallouk. He is the President and Chief Investment Officer of Creative Planning, a firm that manages about $45 billion in assets under management across nearly 100,000 client accounts.
Oct 2, 2023 · Then another twist of fate: a childhood friend asked Mallouk to meet with his father, Dave Hokinson, who owned a financial services firm that specialized in life and disability insurance for doctors. The firm also had a small division called Creative Planning that helped clients with financial planning and asset management.
Dec 31, 2023 · Creative Planning offers in-house expertise for financial planning and wealth management. The firm was founded in 1983 and is led by CEO Peter Mallouk.
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas.
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Peter Mallouk serves as the President & CEO of Creative Planning LLC., and its affiliated companies, providing comprehensive wealth management services to clients.
