OVERLAND PARK, Kan., Mar. 15, 2024 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is pleased to share that nine of its wealth managers were named to the 2024 Barron’s Top 1200 Financial Advisors by State list: Ken Steeves, Randy Hallier, Brenna Saunders, Timothy Sutton, Jay Beebe, Jessica Culpepper, Travis Bezella, Ryan Swartz and Carlos Lopez.
“I’m thrilled to see nine Creative Planning wealth managers recognized by Barron’s for their talent and dedication to their craft,” said Peter Mallouk, President and CEO of Creative Planning. “This group continually goes above and beyond for their clients, collaborating across our in-house team of specialists in tax, estate planning, investing and more to help ensure every client’s financial plan is working toward achieving their unique goals. These advisors are also terrific teammates, always sharing their expertise with other advisors so that everyone’s skill sets can grow and improve together. I’m proud to work alongside each and every one of them, and I appreciate the contributions they make daily to deliver comprehensive wealth services to our clients.”
Barron’s published its first advisor ranking in 2004 to “shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards.” The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance. Barron’s uses a formula to ascertain the final rankings that’s composed of three categories: assets, revenue and quality of practice.
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 affiliate United Capital 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/.
