After spending the past year doubling the people in its new Overland Park headquarters and adding the latest technology, Creative Planning now has the infrastructure it needs for nationwide growth.
Creative Planning has 25 U.S. offices and $36 billion in assets under advisement in all 50 states. President Peter Mallouk now plans to use his growing national presence to take on large brokerage houses like JP Morgan, Merrill Lynch and Edward Jones.
Mallouk, also chief investment officer, is taking…
After spending the past year doubling the people in its new Overland Park headquarters and adding the latest technology, Creative Planning now has the infrastructure it needs for nationwide growth.
Creative Planning has 25 U.S. offices and $36 billion in assets under advisement in all 50 states. President Peter Mallouk now plans to use his growing national presence to take on large brokerage houses like JP Morgan, Merrill Lynch and Edward Jones.
Mallouk, also chief investment officer, is taking…