OVERLAND PARK, Kan., March 21, 2025 — 13 managing directors from Creative Planning Retirement Services were recently named to PLANADVISER’s 2025 Top Retirement Plan Advisers list. This industry recognition included more than 245 advisers nationwide and was based on number of plans and total assets under advisement.
“Congratulations to the members of our Retirement Services team who have been named to the PLANADVISER Top Retirement Plan Advisers list,” said Peter Mallouk, President and CEO of Creative Planning. “This recognition reflects their dedication to building strong partnerships as well as the expertise and value they bring to every client relationship.”
Creative Planning celebrates the following individuals:
- Glenn Able
- Thomas Clark, Jr.
- Michael Duckett
- Sally Johnson
- Michael Patton
- Fred Rutler
- Tom Simonson
- Jason M. Smith
- Courtney Stroope
- Rick Unser
- Scott Weneck
- Rob Whited
- Ken Zarske
Creative Planning Retirement Services continues to expand its retirement plan capabilities, offering a wide range of services including plan design, investment advisory, fiduciary support and financial wellness programs. The firm serves a diverse client base spanning publicly traded companies, large private companies (with more than $1 billion in plan assets), small businesses, start-ups, cities, municipalities and housing developments in the government sector.
PLANADVISER’s Top Retirement Plan Advisers list is awarded in March, based on data from a 12-month period through December 31. The list recognizes individual retirement plan advisors based on quantitative metrics, including number of plans under advisement and total assets under advisement. To be considered, advisors must complete the annual PLANADVISER Retirement Plan Adviser Survey.
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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 $354 billion in combined assets under management and advisement as of December 31, 2024.
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/.
