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Two Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named to 2022 NAPA Top Retirement Plan Advisors Under 40 List

Last Updated
November 10, 2022

OVERLAND PARK, Kan., Nov. 10, 2022 — Quint Hall and Mike Duckett, both Managing Directors at Lockton Retirement Services, An Offering of Creative Planning, were named by NAPA (the National Association of Plan Advisors) to their 2022 list of Top 100 Retirement Plan Advisors Under 40.*

NAPA created the Top Retirement Plan Advisors Under 40 program to acknowledge individuals who are seen as the future leaders of the retirement plan advisor industry. Only 14% of the advisors nominated for the accolade this year were named to the final list.

“Congratulations to Quint and Mike on this distinction,” said Creative Planning President and CEO Peter Mallouk. “As we continue to expand our retirement plan service offering to a wider group of companies and their plan participants, having young leadership on our team is critical for enduring success. They help set the tone for excellent client service and communication.”

More than 700 nominees for this year’s award program were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, and contributions to the industry. Those questionnaires were then reviewed and scored by a blue-ribbon panel of senior advisor industry experts who ultimately determined the final list of 100 honorees.

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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