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
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.
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 |
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.