OVERLAND PARK, Kan., Nov. 15, 2023 — Quint Hall and Ken Zarske, both Managing Directors at Creative Planning Retirement Services, were named by the National Association of Plan Advisors (NAPA) to their 2024 Aces: Top 100 Retirement Plan Advisors Under 40 list.*
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 16% of the advisors nominated for the accolade this year were named to the final list.
“Congratulations to Quint and Ken,” said Creative Planning President & CEO Peter Mallouk. “Young leadership on our team is critical for success, and we’re proud that NAPA recognizes them for their excellent client service and communication skills — both of which we value highly here at Creative Planning.”
More than 600 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, accomplishments, and contributions to the industry. Those questionnaires were then reviewed and scored by a 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 business services and institutional money management. Creative Planning has more than $245 billion in combined assets under management and advisement as of July 1, 2023.
* 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/.
