Advisor Council

Peter A. Mallouk

Peter Mallouk
Source: Steve Gibson
Peter Mallouk

Peter Mallouk is the president and chief investment officer of Creative Planning and affiliated companies. Mallouk's companies provide clients with comprehensive wealth-management services, including investment management, financial planning, charitable planning, retirement plan consulting, and tax- and estate-planning services.

Creative Planning offers wealth-management services to high-net-worth clients, manages more than $15 billion for clients in all 50 states and abroad and has been featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).

Mallouk is featured in every eligible listing of Barron's as one of the Top 100 Independent Financial Advisors in America and is the only advisor featured at No. 1 three years in a row (2013, 2014 and 2015). In every ranking since 2005, Mallouk is featured on The Robb Report's list of the Top 100 Financial Advisors in America.

Mallouk is also featured on Boomer Advisor as the No. 1 Advisor in America for Baby Boomers. Creative Planning is featured in Forbes as one of the Top 50 Financial Advisory Firms in America, Investment News' Top 50 Wealth Management Firms in America and Financial Times' Top RIAs. Creative Planning is also featured in Ingram's magazine as one of the best places to work, as well as one of the most charitable organizations, and has been named the Reader's Choice for the No. 1 Wealth Management Firm.

Mallouk graduated from the University of Kansas in 1993 with four majors, including degrees in business administration and economics. He went on to earn a law degree and master of business administration in 1996, also at the University of Kansas.

Mallouk is the founder, current executive board member and former five-year chairman of KC CAN!, an organization of volunteers dedicated to improving the quality of life of children in Kansas City.

Mallouk has served on the boards of Pathway to Hope, American Stroke Foundation, St. Michael's Finance Council, Kansas City Hospice and KC CAN. Mallouk and his wife, Veronica, have three children, Michael, John Peter and Gabrielle.

Contact Advisor Council

  • CNBC NEWSLETTERS

    Get the best of CNBC in your inbox

    Please choose a subscription

    Please enter a valid email address
    Get these newsletters delivered to your inbox, and more info about our products and service. Privacy Policy.

Financial Advisor Hub