Creative Planning

1 follower

‌

Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.

Industries

Finance

Headquarters

Leawood, United States

Employees

501-1,000

Links

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Peter Mallouk

President & Chief Executive Officer

Peter Mallouk

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Dave Kaye

Chief Financial Officer

Karen Prange

Partner - Compliance Director

Ken Pyle

Chief Risk Officer

Samuel Henson

Chief Legal Officer, Retirement

Chatten Scruggs

CTO

Nick Jacobson

Chief Marketing Officer

Megan Schmitz

Chief People Officer

Andrew H. Fuller

Partner / Managing Director

Wayne Barber

Managing Director

Dan Foster

Partner / Managing Director

Jeff Juday

Managing Director & Private Wealth Manager

Rob Whited

Managing Director Lockton Retirement Services

Scott Schuster

Partner, Managing Director

Jacinda Torre

Partner & Regional Vice President

David Burgess

Principal / Wealth Manager

Roger Ward

Partner And Principal Wealth Manager

Tim Sutton

Principal / Wealth Manager

Benjamin Polich

Partner / Director Of Trading

Justin Bogardus

Partner / Director Of Alternative Investments

Teams

+56

Operations Management Team

59 members

+36

Tax and Compliance Team

39 members

+18

Leadership Team

21 members

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