After only 10 years in business, Leawood-based Creative Planning Inc. surpassed $10 billion in assets.
Creative Planning's growth occurred without making any acquisitions or having an affiliation with a trust company or bank. Instead, its success stems from a focus on investment performance, experienced people and an ability to offer comprehensive wealth management services.
RELATED: Creative Planning sees client referrals pay off
The firm is led by Peter Mallouk, who was named the top independent…
After only 10 years in business, Leawood-based Creative Planning Inc. surpassed $10 billion in assets.
Creative Planning's growth occurred without making any acquisitions or having an affiliation with a trust company or bank. Instead, its success stems from a focus on investment performance, experienced people and an ability to offer comprehensive wealth management services.
RELATED: Creative Planning sees client referrals pay off
The firm is led by Peter Mallouk, who was named the top independent…