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

Offices

Similar companies

Brex

84 followers

Citadel Securities

52 followers

DailyPay

33 followers

Circle

31 followers

Cross River

25 followers

TPG

17 followers

Flywire

11 followers

Wedbush Securities

7 followers

Cerberus Capital Management

4 followers

Plaid

82 followers

Varo Bank

21 followers

Explore companies