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Kyle Mack

Wealth Manager
Kyle 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. Kyle brings to his clients more than 9 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a mutual fund company as a Senior Regional Sales Specialist. Kyle has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Kyle earned a Bachelor of Science degree in Finance from Missouri State University. Kyle enjoys golfing, fitness, barbecue, traveling, and spending time with his wife Kenzie and daughter Olivia.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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