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17 Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named Top Retirement Plan Advisers

Last Updated
April 14, 2022

OVERLAND PARK, Kan., Apr. 12, 2022 — Seventeen individuals from Lockton Retirement Services, An Offering of Creative Planning, were honored by being named to PLANADVISER’s 2022 list of Top Retirement Plan Advisers.* More than 150 advisers were named to the list, which was based on number of plans and total assets under advisement.

“It’s wonderful to have our exceptional retirement services team recognized in this manner.,” said Creative Planning President and CEO Peter Mallouk. “We look forward to continuing to deliver outstanding service to our retirement plan partners and expanding our offering to provide great educational opportunities and wealth management services for their plan participants.”

Congratulations to the following:

  • Glenn Able
  • David Altimont
  • Deana Calvelli
  • Tom Clark
  • Mike Duckett
  • Gregg Fine
  • Quint Hall
  • Sally Johnson
  • Bert Kingsley
  • Steven Kjar
  • Mark Levitats
  • Douglas Morris
  • Fred Rutler
  • Tom Simonson
  • Jason Smith
  • Courtney Stroope
  • Rick Unser

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning has approximately $225 billion combined assets under management & advisement as of December 31, 2021.

Third party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Addition important disclosure information about our industry recognition may be found at creativeplanning.com/disclosures.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021