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

Finance

Creative Planning

Creative Planning's headquarters in Leawood, KS, United States

Peter Mallouk

Jon Upham

Dave Kaye

Stacey Velez

Jason Dohrman

Arnold Kiman

Nic Santana

Samuel Henson

Chris Daniels

Christy Watson

Richard Paessler

Jeff White

Mark Doman

Annie Tronoski

Jason Guehl

Adam Heathcote

David Dermenjian

Chatten Scruggs

Chris Wall

James Battmer

Jonathan Knapp

Ken Zarske

Dan Foster

Wayne Barber

Scott Schuster

Andrew H. Fuller

Megan Schmitz

Nick Jacobson

Ken Pyle

This department focuses on providing financial planning and investment advice to individuals and families to help manage and grow their wealth.

Wealth Management

This department provides financial planning services to clients, helping them manage their wealth and achieve their financial goals.

Financial Planning

This department oversees strategic direction and high-level decision-making for the organization.

Executive Leadership

This department is responsible for overseeing investment strategies, managing portfolios, and executing investment operations.

Investment Management

The Operations Management Team at Creative Planning is responsible for streamlining internal processes and ensuring efficient workflow across various departments. They oversee the implementation of best practices, manage day-to-day operations, and coordinate between teams to enhance client service delivery. This team plays a crucial role in supporting the firm’s growth initiatives while maintaining high standards of operational excellence in wealth management services.

Operations Management Team

This department manages all aspects of tax compliance, planning, and strategy to ensure regulatory adherence and optimize tax obligations.

Tax Department

Creative Planning

Org chart

Teams

Wealth Management

Financial Planning

Executive Leadership

Investment Management

Operations Management Team

Tax Department

Offices

Creative Planning

Org chart

Teams

Wealth Management

Financial Planning

Executive Leadership

Investment Management

Operations Management Team

Tax Department

Offices

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