OVERLAND PARK, Kan., Apr. 4, 2023 — Fifteen individuals from Creative Planning Retirement Services were honored by being named to PLANADVISER’s 2023 list of Top Retirement Plan Advisers.* More than 200 advisers were named to the list, which was based on number of plans and total assets under advisement.
“Congratulations to members of our Retirement Services team for their recognition by PLANADVISER, some for the second year in a row,” said Creative Planning President and CEO Peter Mallouk. “The effort we put into providing exceptional service and expanding our offerings to include educational opportunities and wealth management services for plan participants is recognized once again, and we couldn’t be more proud.”
We celebrate the following individuals:
- Glenn Able
- David Altimont
- Deana Calvelli
- Tom Clark
- Mike Duckett
- Sally Johnson
- Steve Kjar
- Doug Morris
- Michael Patton
- Fred Rutler
- Tom Simonson
- Jason Smith
- Courtney Stroope
- Rick Unser
- Scott Weneck
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 more than $210 billion in combined assets under management and advisement as of December 31, 2022.
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. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.
