OVERLAND PARK, Kan., March 10, 2025 — Creative Planning, LLC (“Creative Planning”), a leading registered investment advisor, is pleased to announce that eight wealth managers have been named to Barron’s 2025 Top 1200 Financial Advisors list.
“Having eight advisors recognized by Barron’s speaks to the depth of talent and expertise within Creative Planning,” said Peter Mallouk, President and CEO of Creative Planning. “This accomplished group has consistently shown their ability to tackle complex financial challenges while maintaining an unwavering focus on personalized service. It’s a privilege to work alongside these industry-leading advisors.”
The Creative Planning advisors recognized this year are:
- Brenna Saunders – Kansas
- Jay Beebe – Kansas
- Timothy Sutton – Kansas
- Jessica Culpepper – Kansas
- Ryan Swartz – Nebraska
- Ken Steeves – Connecticut
- Travis Bezella – Minnesota
- Carlos Lopez – Washington
Barron’s Top 1,200 Financial Advisors by State list is awarded each March, based on data from a 12-month period through September 30. 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.
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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/.
