OVERLAND PARK, Kan., November 15, 2024 — The National Association of Plan Advisors (NAPA) has named Quint Hall and Ken Zarske, both Managing Directors at Creative Planning Retirement Services, to their 2025 list of the Top 100 Retirement Plan Advisors Under 40.
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.
“Quint and Ken are invaluable members of our team, and we’re thrilled that NAPA has recognized their talent and contributions,” said Creative Planning President and CEO Peter Mallouk. “Young leadership is critical to our firm’s continued success, and Quint and Ken exemplify the excellent client service we prioritize at Creative Planning.”
The NAPA Top 100 Retirement Plan Advisors Under 40 list honors the advisory industry’s rising stars who are driving innovation and delivering exceptional results for their clients. Placement on the prestigious list is a testament to Hall and Zarske’s expertise, dedication and impact within the retirement planning space.
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 as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans and in what way(s) they “give back.” Those questionnaires were then reviewed and scored by a panel of judges that ultimately determined the final list of honorees.
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NAPA’s Top Retirement Plan Advisors Under 40 list is awarded each November, based on recent activity with no specified time period.
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 $325 billion in combined assets under management and advisement as of June 30, 2024.
Third-party rankings shouldn’t 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/.
