Peter Mallouk has grown Creative Planning Inc. from a firm with $30 million in assets in 2004 into an award-winning nationwide financial partner that just topped $25 billion in assets.
For many financial planners, building their company into the largest, independent fee-based investment adviser in the Kansas City area would be seen as the pinnacle of their career. But Mallouk, 47, sees it as just the beginning.
"Right now, we're really on a starting line here," Mallouk told the Kansas City Business…
Peter Mallouk has grown Creative Planning Inc. from a firm with $30 million in assets in 2004 into an award-winning nationwide financial partner that just topped $25 billion in assets.
For many financial planners, building their company into the largest, independent fee-based investment adviser in the Kansas City area would be seen as the pinnacle of their career. But Mallouk, 47, sees it as just the beginning.
"Right now, we're really on a starting line here," Mallouk told the Kansas City Business…