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Creative Planning

823 people · 0 jobs
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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
Collapse
Dave Kaye
Chief Financial Officer
KP
Ken Pyle
Chief Risk Officer
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
Benjamin Polich
Partner / Director Of Trading
Ken Zarske
Managing Director
Jonathan Knapp
Chief Operating Officer
JB
James Battmer
Chief Investment Officer
Chris Wall
Managing Director
Chatten Scruggs
CTO
David Dermenjian
Partner / Managing Director
Adam Heathcote
Partner / Managing Director
Jason Guehl
Partner / Managing Director
Annie Tronoski
Managing Director
Mark Doman
Managing Director
Jeff White
Managing Director
Richard Paessler
Managing Director
BF
Branden Frazier
Partner / Managing Director
Christy Watson
Executive Assistant

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