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Peter Mallouk, J.D., CFP®, MBAPresident and Chief Investment Officer

Peter Mallouk is the President and Chief Investment Officer of Creative Planning and affiliated companies.  Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services.

Creative Planning provides wealth management services to high net worth clients, manages over $20 billion for clients in all 50 states and abroad, and has been featured twice as the #1 Wealth Management Firm in America by CNBC (2014 and 2015).

Peter is featured in every eligible listing of Barron’s as one of the ‘Top 100 Independent Financial Advisors in America,’ and is the only advisor to have ever been featured at #1 for three consecutive years (2013-2015).  In every ranking since 2005, Peter is featured on Robb Report Worth Magazine’s list of the ‘Top 100 Financial Advisors’ in America (2007).  Peter is featured in Boomer Advisor as the ‘#1 Advisor in America for Baby Boomers’ (2008).  Creative Planning was featured in Forbes as one of the ‘Top 50 Financial Advisory Firms in America’ (2013), and Financial Times’ ‘Top RIA List’ (2015).  Creative Planning is also featured in Ingram’s magazines’ issues on ‘Best Places to Work’ and ‘Most Charitable Organizations.’

Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics.  He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas.  Peter has also earned the Certified Financial Planner™ designation.

Peter is the founder, current executive board member, and former five-year Chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City.  KC CAN!’s signature project is ‘Safety Street’, a ‘real life’ street where second graders throughout the city visit Safety Street as an educational field trip to learn about bus, car, bike, pedestrian, and fire safety.  Peter has served on Boards of Pathway to Hope, American Stroke Foundation, St. Michael’s Finance Council, Kansas City Hospice and KCCAN!.  Peter is married to Veronica and has three children, Michael, John Peter, and Gabrielle.

For additional disclosures regarding rankings, please visit:  https://thinkingbeyond.com/important-disclosure-information/