Pricing

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

Org chart

Peter Mallouk

President & Chief Executive Officer

Peter Mallouk

Collapse

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

Similar companies

MarketAxess

11 followers

Kaufman, Hall & Associates

1 follower

Goldman Sachs

748 followers

Morgan Stanley

363 followers

Freddie Mac

73 followers

Broadridge

54 followers

Northwestern Mutual

52 followers

Western Union

52 followers

Navy Federal Credit Union

48 followers

Guaranteed Rate

16 followers

iCapital Network

12 followers

Explore companies