RANKED THE #1 FINANCIAL ADVISOR IN THE U.S. FOR 3 CONSECUTIVE YEARS BY BARRON’S
Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015). Peter is featured on both rankings of Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages $69.4 Billion as of December 31, 2020 for clients in all fifty states.
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