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Peter Mallouk
President at Creative Planning


Peter Mallouk, CFP, is president of Creative Planning and affiliated companies. His companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax and estate planning services. Creative Planning manages over $37 billion for clients in all 50 states and abroad, was featured as the No. 1 Independent Wealth Management Firm in America by Barron’s, and has been featured on CNBC’s only two wealth manager rankings as the “No. 1 Wealth Management Firm in America” (2014 and 2015). Mallouk has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America.” He graduated from the University of Kansas with four majors, including degrees in business administration and economics. Mallouk also has a law degree and an MBA from the University of Kansas.

Agenda Sessions

  • What it Takes to Become a RIA Giant