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Three Creative Planning Wealth Managers Named to 2022 Barron’s Top 100 Women Financial Advisors List

Last Updated
June 21, 2022

Brenna Saunders, Molly Rothove, and Jessica Culpepper Among the Top 25 Listed

OVERLAND PARK, Kan., June 21, 2022 — Creative Planning LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named to the 2022 Barron’s Top 100 Women Financial Advisors list, with all three advisors ranked in the top 25.

“Brenna, Molly and Jessica continue to uphold excellent standards when it comes to client service,” said Peter Mallouk, President and CEO of Creative Planning. “Our objective is to provide the best, most comprehensive wealth management offering for our clients and their families, and these three women exemplify that commitment on a regular basis. It’s an honor to have them recognized among the best in our business by Barron’s.”

Barron’s published its first advisor ranking in 2004 to “shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.” Barron’s also uses a calculated formula to ascertain the final rankings which is comprised of three categories: assets, revenue, and quality of practice.

To learn more about the methodology behind this award, please visit our Important Disclosures page.

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 planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises on over $225 billion in assets across all 50 states and 65 countries, as of December 31, 2021.

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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