Quantcast
Channel: James Dornbrook RSS Feed
Viewing all articles
Browse latest Browse all 5097

KC-area financial advisers dominate state rankings

$
0
0
Eleven of the 24 financial advisers named to the Barron’s 2014 Top Advisor Rankings for Missouri and Kansas were from the Kansas City metropolitan area. Topping the list in Kansas was Peter Mallouk, president of Leawood-based Creative Planning Inc. It wasn’t too surprising to see his name, given that in the summer Barron’s named Mallouk as the top Independent Financial Advisor in America. Creative Planning’s assets grew by more than 50 percent in the past year, reaching $9.4 billion. The…

Viewing all articles
Browse latest Browse all 5097

Trending Articles