Peter Mallouk

President at Creative Planning

Speaker

Peter Mallouk is the President of Creative Planning and its affiliated companies. Peter’s companies provide comprehensive wealth management services to their clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.

Creative Planning and its affiliates manage more than $700 billion in combined assets under management or advisement (as of December 31, 2025)* for clients in all 50 states and abroad, and has been featured in several Top RIA Firms lists, including Barron's (2019-2024), Financial Times (2014-2020), and Financial Advisor magazine (2012-2022, 2024). In an article about the firm, The New York Times said, “Creative Planning is at the vanguard of a profound shift in finance” (2017).

Peter has been featured in Barron’s #1 Independent Financial Advisors in America (2013-2015). Peter has also been featured on Worth Magazine’s “Power 100” list of the most powerful men and women in global finance (2017 and 2018)5. Most recently, Peter was named the 2025 Tiburon CEO Summit Award winner. Creative Planning was also featured in Ingram’s issues on “Best Wealth Manager” (2020) and the “Best Companies to Work For” (2022) as well as the Kansas City Business Journal’s issue on the “Best Places to Work” (2023)

The Tiburon CEO Summit Award was awarded in April 2025, selected by Tiburon Strategic Advisors and not based on a specific time period. Ingram’s Best Wealth Manager: Awarded annually, based on data from a 12-month period through December 31. Ingram’s Best Companies to Work For: Awarded each May, based on activities from a 12-monthperiod through December 31. Kansas City Business Journal’s Best Places to Work: Awarded in October, based on employee survey data. 10Ernst & Young Central Midwest Entrepreneur of the Year Award: Selected by independent judging panel. For additional disclosures regarding rankings, please visit: https:/creativeplanning.com/important disclosure-information/

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 a Master of Business Administration degree in 1996, also at the University of Kansas. Peter is a 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 also a recipient of the Ernst & Young Entrepreneur of the Year Award (2017).

Peter is the founder, a current executive board member and a former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life for children in Kansas City. He’s also the founder and a 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 and Veronica are recipients of the Giving the Basics Human Dignity Award for their contributions toward helping those less fortunate meet basic needs. They’re also recipients of the Variety Presidential Citation Award for their work supporting those with special needs. The Mallouks funded the Kansas chapter of Give Back, a program that identifies high-achieving high school students who have faced challenges and provides them with not only college tuition but also coaching, counseling and volunteer mentors. To date, 300 Kansas students have been awarded scholarships. Peter and Veronica have three children — Michael, JP and Gabby.