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11 Managing Directors From Creative Planning Retirement Services Named Top Retirement Plan Advisers

OVERLAND PARK, Kan., Mar. 18, 2024 — Eleven managing directors from Creative Planning Retirement Services were recently recognized on PLANADVISER’s 2024 Top Retirement Plan Advisers list. More than 260 were named to the list, which was based on number of plans and total assets under advisement.

“Congratulations to the members of our Retirement Services team who received this well-deserved recognition by PLANADVISER,” said Creative Planning President and CEO Peter Mallouk. “Our client-first mentality and commitment to providing an expanded retirement offering that educates and equips plan participants with the wealth services they need continues to set us apart, and it’s the effort of team members like these who make it all possible.”

We celebrate the following individuals:

  • Glenn Able
  • Thomas Clark
  • Sally Johnson
  • Michael Patton
  • Fred Rutler
  • Tom Simonson
  • Jason Smith
  • Courtney Stroope
  • Rick Unser
  • Scott Weneck
  • Ken Zarske

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 and its affiliates have more than $300 billion in combined assets under management and advisement as of December 31, 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/.


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