It's no surprise to learn that Peter Mallouk, who has four undergrad degrees from the University of Kansas, believes that preparation, vision and planning are the key ingredients to success.
He is president and chief investment officer of Creative Planning Inc., which he acquired in 2004 when it had about $30 million in assets under management and a single employee. Ten years later, it has $11.32 billion in AUM and about 215 employees nationwide. He's become a household name in wealth management…
It's no surprise to learn that Peter Mallouk, who has four undergrad degrees from the University of Kansas, believes that preparation, vision and planning are the key ingredients to success.
He is president and chief investment officer of Creative Planning Inc., which he acquired in 2004 when it had about $30 million in assets under management and a single employee. Ten years later, it has $11.32 billion in AUM and about 215 employees nationwide. He's become a household name in wealth management…