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Creative Planning

1 follower

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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

Org chart

Peter Mallouk
President & Chief Executive Officer

Peter Mallouk

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Dave Kaye
Chief Financial Officer
KP
Karen Prange
Partner - Compliance Director
KP
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
JJ
Jeff Juday
Managing Director & Private Wealth Manager
RW
Rob Whited
Managing Director Lockton Retirement Services
SS
Scott Schuster
Partner, Managing Director
Jacinda Torre
Partner & Regional Vice President
David Burgess
Principal / Wealth Manager
Roger Ward
Partner And Principal Wealth Manager
TS
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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