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Kent Anderson, MBA

Wealth Manager
Kent serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Prior to joining Creative Planning, Kent worked for an independent registered investment advisory firm as a Financial Advisor. Before his career in the financial industry, Kent’s love to serve led him to the non-profit sector. That desire to care for people’s needs ultimately led him to the financial industry. Kent earned his Masters in Business Administration from the University of Mary in Bismarck ND. Kent and his wife Amanda have three children – August, Vera, and Aria. In his spare time, if he can ever find it, he enjoys playing hockey and board games, but he mostly enjoys spending time with his family.

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Peter Mallouk

President & CEO, Creative Planning

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Combined assets under management & advisement as of December 31, 2021