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

This office focuses on wealth management and financial planning services for clients in Brookfield and surrounding areas.

17775 W Bluemound Rd

This office likely serves as a hub for financial planning, wealth management, and tax consultancy services.

8110 E Union Ave

Peter Mallouk

James Battmer

Stacey Velez

Jason Dohrman

Arnold Kiman

Jon Upham

Jeff White

Richard Paessler

Adam Heathcote

Chris Wall

Jonathan Knapp

Chris Daniels

Christy Watson

Jason Guehl

Nic Santana

David Dermenjian

Mark Doman

Ken Zarske

Megan Schmitz

Nick Jacobson

Chatten Scruggs

Samuel Henson

Ken Pyle

Annie Tronoski

Scott Schuster

Dan Foster

Wayne Barber

Andrew H. Fuller

Dave Kaye

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

The Tax and Compliance Team at Creative Planning is dedicated to ensuring that clients meet their tax obligations while optimizing their tax strategies. This team conducts thorough audits, prepares tax filings, and provides compliance guidance, all tailored to the unique financial situations of each client. By leveraging extensive expertise, the team aims to minimize tax liabilities and enhance overall wealth management through informed decision-making.

Tax and Compliance Team

The Leadership Team at Creative Planning drives the company's strategic vision, overseeing business development, risk management, and operational efficiencies. Comprising senior executives from various specialties, including finance, marketing, and human resources, they collaborate to enhance client service, innovate wealth management solutions, and ensure the company's growth and compliance in a dynamic financial landscape.

Leadership Team

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

Investment Management

This department is responsible for overseeing and managing the daily operational processes to ensure efficiency and productivity.

Creative Planning

Org chart

Teams

Wealth Management

Financial Planning

Tax and Compliance Team

Leadership Team

Investment Management

Operations Department

Offices

Creative Planning

Org chart

Teams

Wealth Management

Financial Planning

Tax and Compliance Team

Leadership Team

Investment Management

Operations Department

Offices

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