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Patrick Mcknight

Wealth Manager, Partner

Patrick serves as a Private Wealth Manager and a partner in Creative Planning. Patrick works 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.

Patrick brings to his clients more than 8 years of experience in the wealth management industry. Prior to joining Creative Planning, he worked for a Registered Investment Advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.

Patrick earned a Bachelor of Science degree in Business Administration from Beloit College. Patrick is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Patrick enjoys hiking, traveling, and any activity that involves spending time with friends and family.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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