Creative Planning to Donate $12 Million

To Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, Basic Needs and More OVERLAND PARK, Kan., June 9, 2020 /PRNewswire/ — Creative Planning, one of the largest registered independent advisory firms in the nation,...

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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