Creative Planning Acquires Telarray Advisors

The Memphis Based Wealth Management Firm Manages $1 Billion in AUM OVERLAND PARK, Kansas (March 7, 2023) Telarray Advisors (Telarray) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country. Telarray has...

Fox Business: Where Are Smart Investors Looking for Bargains?

In this clip from the February 27, 2023 episode of The Claman Countdown, Creative Planning President and CEO Peter Mallouk offers his perspective on the value of international investing and his take on what the Federal Reserve will do next in the face of a...

Creative Planning Creates New Catholic Focus Investment Option

Creative Planning has launched a Catholic Focus offering – providing the opportunity to align a client’s financial plan and investment strategy with their Catholic values, as desired. This new option allows clients to incorporate their religious values into a number...

Creative Planning Welcomes New Managing Director – Retirement Services

Mark Deters, AIF®, QKA®, Signs on to Serve Greater New York Area OVERLAND PARK, Kan., July 13, 2022 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to announce that Mark Deters, AIF®, QKA®,...

Creative Planning Acquires Rosen Capital Management

The Macon, Georgia Based Wealth Management Firm Manages $114 Million in AUM OVERLAND PARK, Kan., June 10, 2022 /PRNewswire/ -- Rosen Capital Management has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the...

“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