Verified
Creative Planning
Investment Banking
Founded: 1983
Headquarters: 5420 West 110th Street Overland Park, Kansas 66211 USA
Overview
Location
Kansas, United States
Headquarter
5420 West 110th Street Overland Park, Kansas 66211 USA
Contact Number
913-378-0370
No of Employees
2100
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
Founded
1983
CEO
Peter Mallouk
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
700 Million USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
Peter Mallouk
Company Overview
Creative Planning was founded in 1983. This company provides wealth management and investment advice services. Their headquarters are located in Overland Park, Kansas.
Employees by Level
C-Level
42
VP-Level
11
Director
224
Manager
735
Non-Manager
1168
Top Contacts
1795
Top C-suite Members of Company
Connect with key decision-makers at Creative Planning. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Peter Mallouk | President | p****k@creativeplanning.com | |
| Nathan Funke | Chief Financial Officer | n****e@creativeplanning.com | |
| Nick Jacobson | Chief Marketing Officer | n****n@creativeplanning.com | |
| Dennis DuBois | Chief Financial Officer | d****s@creativeplanning.com | |
| John Zulk | Chief Financial Officer | j****k@creativeplanning.com | |
| Robert Mlenek | Division Chief Financial Officer | r****k@creativeplanning.com | |
| Jonathan Knapp | Chief Operating Officer | j****p@creativeplanning.com | |
| Justin Smock | Chief Information Officer | j****k@creativeplanning.com | |
| Travis Scheving | Chief Financial Officer | t****g@creativeplanning.com | |
| Aaron Mahan | Chief Financial Officer | a****n@creativeplanning.com | |
| Chatten Scruggs | Chief Technology Officer | c****s@creativeplanning.com | |
| James Battmer | Chief Investment Officer | j****r@creativeplanning.com | |
| Ramesh Poola | Co | r****a@creativeplanning.com | |
| Stacy Robinson | Accounting Controller | s****n@creativeplanning.com | |
| Travis Berends | Outsourced Accounting Controller | t****s@creativeplanning.com | |
| Thomas Keenan | Controller | t****n@creativeplanning.com | |
| Bo Finop | Retirement Services Divisional Controller | b****p@creativeplanning.com | |
| Amy Keen | Outsourced Business Accounting Controller | a****n@creativeplanning.com | |
| Devin Cavanaugh | Controller | d****h@creativeplanning.com | |
| Michael Mccreary | Business Accounting Services Controller | m****y@creativeplanning.com | |
| Dustin Reeves | Business Accounting Services Controller | d****s@creativeplanning.com | |
| Nathan Funke | Chief Financial Officer | n****e@creativeplanning.com | |
| Aaron Mahan | Chief Financial Officer | a****n@creativeplanning.com | |
| Chatten Scruggs | Chief Technology Officer | c****s@creativeplanning.com | |
| Todd Shores | Chief Financial Officer | t****s@creativeplanning.com | |
| Tim Engeldinger | Chief Executive Officer | t****r@creativeplanning.com | |
| Megan Schmitz | Chief People Officer | m****z@creativeplanning.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Christopher House | Private Wealth | ******1782 | c.......1@gmail.com | |
Conner Sivewright | Wealth At Creative Planning Inc. | ******2727 | s.......t@thinkingbeyond.com | |
Emily Hanover | Tax | ******9000 | e.......r@creativeplanning.com | |
Misti Fuson | Financial Planner | ******6940 | f.......n@thinkingbeyond.com | |
Mark Vater | Investment | *******6940 | v.......r@thinkingbeyond.com | |
Dan Andrews | Wealth | ******6985 | d.......a@sheaffbrock.com | |
Veronica Mallouk | Cfo | ******2727 | m.......k@thinkingbeyond.com | |
Annmarie Gilbo | Operations | ******6940 | a.......o@creativeplanning.com | |
Jordan Arave | Private Wealth | ******7345 | j.......e@thinkingbeyond.com | |
Tizzi Blackburn | Managing Tax | *******1919 | t.......n@creativeplanning.com | |
Sean Granere | Wealth At Creative Planning Inc. | ******6940 | g.......e@thinkingbeyond.com | |
Tamara Vukojevic | Wealth At Creative Planning Inc. | ******2727 | v.......c@thinkingbeyond.com | |
Scott Atteberry | Fp And A Manager | *******6940 | s.......2@gmail.com | |
Terri Workmon | Front Desk Coordinator And Administrative | *******8485 | w.......n@creativeplanning.com | |
Don Recker | Key Account Manager | *******8787 | r.......r@thinkingbeyond.com | |
Randy Hallier | Wealth | ******6940 | r.......r@creativeplanning.com | |
Zach Bourquin | Tax At Creative Planning Inc. | *******6752 | z.......n@creativeplanning.com | |
Josh Jenkins-robbins | Solana Beach, California | *******2322 | j.......h@copperstonepartners.com | |
Becca Kirn | Tax | ******6940 | k.......n@thinkingbeyond.com | |
Hangwei Xu | Tax At Creative Planning | *******3918 | h.......u@creativeplanning.com | |
Scott Stanfield | Quality Assurance | ******2727 | s.......d@creativeplanning.com | |
Derrick Avelar | Private Wealth | *******4300 | d.......r@creativeplanning.com | |
Mikayla Bexten | Financial Planner | ******0313 | m.......n@thinkingbeyond.com | |
Paul Mcardle | Personal Risk Manager | ******6907 | p.......e@creativeplanning.com | |
Victoria Harding | Operations | ******6940 | v.......g@creativeplanning.com | |
Danielle Mead | Accounting | ******1418 | d.......d@creativeplanning.com | |
Peter Mallouk | Chief Investment Officer | ******2727 | m.......k@thinkingbeyond.com | |
Nolan Plous | Paraplanner | ******1111 | n.......s@gmail.com | |
Jason Dowell | Tax | ******6940 | d.......l@thinkingbeyond.com | |
Christine Sand | Financial Planner | *******0934 | c.......d@huskers.unl.edu | |
Melissa Madden | Administrative | ******6940 | m.......n@creativeplanning.com | |
Sean Granere | Wealth At Creative Planning Inc. | ******2727 | g.......e@thinkingbeyond.com | |
Stephanie Couture | Administrative | ******6940 | h.......3@live.com | |
Scott Krajacic | Portfolio Institutional Services | ******3944 | k.......c@thinkingbeyond.com | |
Jennifer Overhoff | Alverno Heights Academy | ******1740 | j.......r@sheaffbrock.com | |
Peter Lauer | Wealth | ******6940 | l.......r@thinkingbeyond.com | |
Sean Smith | Financial Planner | ******6940 | s.......2@gmail.com | |
Jason Kane | Investment | ******9333 | j.......e@creativeplanning.com | |
Adrianna Frazier | Administrative | *******7749 | a.......r@creativeplanning.com | |
Harper Coulson | Investment | ******6940 | c.......4@mail.wlu.edu | |
Jim Williams | Co Chief Investment Officer | ******2727 | w.......s@thinkingbeyond.com | |
Lisa Saxton | Financial Planner | ******5472 | l.......n@creativeplanning.com | |
Matt Enger | Managing Director | ******6940 | e.......r@thinkingbeyond.com | |
Jason Guehl | Managing Director | ******0805 | j.......l@creativeplanning.com | |
Timothy Womack | Fixed Income | *******3174 | t.......k@creativeplanning.com | |
Tammy Trenta | Private Wealth | ******6763 | t.......a@yahoo.com | |
Michael Latinis | Financial Planner | *******8083 | m.......s@ku.edu | |
Steve Walsh | Private Wealth | ******0407 | s.......h@creativeplanning.com | |
Renee Vogel | Operations | ******5700 | v.......l@thinkingbeyond.com | |
Jacinda Torre | Rvp | ******2727 | t.......e@thinkingbeyond.com | |
Tony Dibrino | Private Wealth | ******9845 | t.......o@gmail.com | |
Danielle Brown | Financial Planner | *******3136 | d.......n@creativeplanning.com | |
Stephen Greco | Wealth Management | ******2727 | g.......o@thinkingbeyond.com | |
Debbie Sherrer | Account Executive | *******9323 | d.......r@creativeplanning.com | |
Kevin Copley | Wealth At Creative Planning Inc. | ******2727 | c.......y@thinkingbeyond.com | |
Jason Imlay | Wealth | ******6940 | j.......y@gmail.com | |
Rick Foytek | Wealth | ******5316 | r.......k@creativeplanning.com | |
Mike Rabbitt | Wealth | ******6127 | r.......t@thinkingbeyond.com | |
Mark Salow | Private Wealth | ******5114 | m.......w@creativeplanning.com | |
Jean Hanover | Tax Administrative Temporary | ******0600 | j.......r@corridorgroup.com | |
Michael Harvey | Wealth | *******3988 | m.......y@creativeplanning.com |
Email Formats
Discover the email patterns used at Creative Planning to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Frequently Asked Questions
What is the address of Creative Planning's headquarters?
Creative Planning is headquartered at 5420 West 110th Street Overland Park, Kansas 66211 USA.
How can I contact Creative Planning by phone?
You can reach Creative Planning by calling their customer support number at 913-378-0370.
What is the official website for Creative Planning?
You can visit Creative Planning's official website at www.creativeplanning.com.
How much revenue does Creative Planning generate?
Creative Planning reports an annual revenue of approximately 700 Million USD.
What is the SIC code for Creative Planning?
The Standard Industrial Classification (SIC) code for Creative Planning is 62,628.
What is the NAICS code for Creative Planning?
Creative Planning falls under the NAICS code 52,523.
How many people work at Creative Planning?
Creative Planning has a workforce of about 2100 employees.
Which technologies are used by Creative Planning?
Creative Planning utilizes technologies like RSS, Open Graph, VWO.
Who is the Chief Executive Officer (CEO) of Creative Planning?
The CEO of Creative Planning is Peter Mallouk.
How can I get in touch with Creative Planning?
To contact Creative Planning, call 913-378-0370 or visit their website at www.creativeplanning.com
Is Creative Planning a publicly traded company?
No, Creative Planning is a private company.
How much total funding has Creative Planning secured so far?
To date, Creative Planning has raised - across 1 funding round(s).
Which industry is Creative Planning part of?
Creative Planning operates in the Investment Banking, Finance industry.
Who are the main competitors of Creative Planning?
Key competitors of Creative Planning include Mercer Advisors, Rockefeller Capital Management, Mariner Wealth Advisors, Wealth Enhancement Group
Which companies has Creative Planning acquired?
Acquisitions by Creative Planning include Creative Planning, Creative Planning Technology Solutions, Berno Financial Management, Reilly Financial Advisors .
Who holds the CFO position at Creative Planning?
Nathan Funke serves as the Chief Financial Officer (CFO) at Creative Planning.
Who is the Chief Technology Officer (CTO) at Creative Planning?
Chatten Scruggs is the Chief Technology Officer (CTO) at Creative Planning.
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