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Creative Planning

824 people · 0 jobs
‌

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
Karen Prange
Partner - Compliance Director
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
David Burgess
Principal / Wealth Manager
Roger Ward
Partner And Principal Wealth Manager
Benjamin Polich
Partner / Director Of Trading
Justin Bogardus
Partner / Director Of Alternative Investments
Ken Zarske
Managing Director
Jonathan Knapp
Chief Operating Officer
JB
James Battmer
Chief Investment Officer

Teams

+55

Operations Management Team

59 people · 0 jobs

+35

Tax and Compliance Team

39 people · 0 jobs

+17

Leadership Team

21 people · 0 jobs

Offices

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