Creative Planning

1 follower


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

Industries

Headquarters

Stage

Employees

Links

Org chart

Peter Mallouk
President & Chief Executive Officer

Peter Mallouk

Collapse
Dave Kaye
Chief Financial Officer
Karen Prange
Chief Administrative Officer - Retirement Services
Ken Pyle
Chief Risk Officer
Samuel Henson
Chief Legal Officer, Retirement
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