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Creative Planning

Investment Banking

Founded: 1983
Headquarters: 5454 W 110th St, Overland Park, Kansas, 66211, United States
Overview
Location
Kansas, United States
Headquarter
5454 W 110th St, Overland Park, Kansas, 66211, United States
Contact Number
(866) 273-2848
No of Employees
1,350 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
www.creativeplanning.com
Founded
1983
CEO
Peter Mallouk
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
$576.4 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Social Handles

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.

NameTitleContact
Peter MalloukPresident & Chief Executive Officerp****[email protected]
Nathan FunkeChief Financial Officer, Virtual & Manager, Fn****[email protected]
Nick JacobsonChief Marketing Officern****[email protected]
Dennis DuBoisChief Financial Officer, Virtuald****[email protected]
John ZulkChief Financial Officer, Virtualj****[email protected]
Robert MlenekDivision Chief Financial Officerr****[email protected]
Jonathan KnappChief Operating Officerj****[email protected]
Justin SmockChief Information Officer, Virtualj****[email protected]
Travis SchevingChief Financial Officer, Virtualt****[email protected]
Aaron MahanChief Financial Officer, Virtuala****[email protected]
Chatten ScruggsChief Technology Officerc****[email protected]
James BattmerChief Investment Officerj****[email protected]
Ramesh PoolaCo-Chief Investment Officerr****[email protected]
Stacy RobinsonAccounting Controllers****[email protected]
Travis BerendsOutsourced Accounting Controllert****[email protected]
Thomas KeenanControllert****[email protected]
Bo FinopRetirement Services Divisional Controllerb****[email protected]
Amy KeenOutsourced Business Accounting Controllera****[email protected]
Devin CavanaughControllerd****[email protected]
Michael MccrearyBusiness Accounting Services Controllerm****[email protected]
Dustin ReevesBusiness Accounting Services Controllerd****[email protected]
Nathan FunkeChief Financial Officer, Virtual & Manager, Fn****[email protected]
Aaron MahanChief Financial Officer, Virtuala****[email protected]
Chatten ScruggsChief Technology Officerc****[email protected]
Todd ShoresChief Financial Officer, Virtualt****[email protected]
Tim EngeldingerChief Executive Officert****[email protected]
Megan SchmitzChief People Officerm****[email protected]

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.

NamePositionPhoneEmailProfile
Christopher House
Private Wealth
******1782[email protected]
Conner Sivewright
Wealth At Creative Planning Inc.
******2727[email protected]
Emily Hanover
Tax
******9000[email protected]
Misti Fuson
Financial Planner
******6940[email protected]
Mark Vater
Investment
*******6940[email protected]
Dan Andrews
Wealth
******6985[email protected]
Veronica Mallouk
Cfo
******2727[email protected]
Annmarie Gilbo
Operations
******6940[email protected]
Jordan Arave
Private Wealth
******7345[email protected]
Tizzi Blackburn
Managing Tax
*******1919[email protected]
Sean Granere
Wealth At Creative Planning Inc.
******6940[email protected]
Tamara Vukojevic
Wealth At Creative Planning Inc.
******2727[email protected]
Scott Atteberry
Fp And A Manager
*******6940[email protected]
Terri Workmon
Front Desk Coordinator And Administrative
*******8485[email protected]
Don Recker
Key Account Manager
*******8787[email protected]
Randy Hallier
Wealth
******6940[email protected]
Zach Bourquin
Tax At Creative Planning Inc.
*******6752[email protected]
Josh Jenkins-robbins
Solana Beach, California
*******2322[email protected]
Becca Kirn
Tax
******6940[email protected]
Hangwei Xu
Tax At Creative Planning
*******3918[email protected]
Scott Stanfield
Quality Assurance
******2727[email protected]
Derrick Avelar
Private Wealth
*******4300[email protected]
Mikayla Bexten
Financial Planner
******0313[email protected]
Paul Mcardle
Personal Risk Manager
******6907[email protected]
Victoria Harding
Operations
******6940[email protected]
Danielle Mead
Accounting
******1418[email protected]
Peter Mallouk
Chief Investment Officer
******2727[email protected]
Nolan Plous
Paraplanner
******1111[email protected]
Jason Dowell
Tax
******6940[email protected]
Christine Sand
Financial Planner
*******0934[email protected]
Melissa Madden
Administrative
******6940[email protected]
Sean Granere
Wealth At Creative Planning Inc.
******2727[email protected]
Stephanie Couture
Administrative
******6940[email protected]
Scott Krajacic
Portfolio Institutional Services
******3944[email protected]
Jennifer Overhoff
Alverno Heights Academy
******1740[email protected]
Peter Lauer
Wealth
******6940[email protected]
Sean Smith
Financial Planner
******6940[email protected]
Jason Kane
Investment
******9333[email protected]
Adrianna Frazier
Administrative
*******7749[email protected]
Harper Coulson
Investment
******6940[email protected]
Jim Williams
Co Chief Investment Officer
******2727[email protected]
Lisa Saxton
Financial Planner
******5472[email protected]
Matt Enger
Managing Director
******6940[email protected]
Jason Guehl
Managing Director
******0805[email protected]
Timothy Womack
Fixed Income
*******3174[email protected]
Tammy Trenta
Private Wealth
******6763[email protected]
Michael Latinis
Financial Planner
*******8083[email protected]
Steve Walsh
Private Wealth
******0407[email protected]
Renee Vogel
Operations
******5700[email protected]
Jacinda Torre
Rvp
******2727[email protected]
Tony Dibrino
Private Wealth
******9845[email protected]
Danielle Brown
Financial Planner
*******3136[email protected]
Stephen Greco
Wealth Management
******2727[email protected]
Debbie Sherrer
Account Executive
*******9323[email protected]
Kevin Copley
Wealth At Creative Planning Inc.
******2727[email protected]
Jason Imlay
Wealth
******6940[email protected]
Rick Foytek
Wealth
******5316[email protected]
Mike Rabbitt
Wealth
******6127[email protected]
Mark Salow
Private Wealth
******5114[email protected]
Jean Hanover
Tax Administrative Temporary
******0600[email protected]
Michael Harvey
Wealth
*******3988[email protected]

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Technology Stack

Technology

ClickCease
ClickCease

ClickCease technology used by Creative Planning

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Creative Planning

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Creative Planning

WordPress.org
WordPress.org

WordPress.org technology used by Creative Planning

Frequently Asked Questions

What is the address of Creative Planning's headquarters?

Creative Planning is headquartered at 5454 W 110th St, Overland Park, Kansas, 66211, United States.

How can I contact Creative Planning by phone?

You can reach Creative Planning by calling their customer support number at (866) 273-2848.

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 $576.4 Million.

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 1,350 employees.

Which industry is Creative Planning part of?

Creative Planning operates in the Investment Banking, Finance industry.

Which technologies are used by Creative Planning?

Creative Planning utilizes technologies like ClickCease, Facebook Web Custom Audiences, Facebook Pixel, WordPress.org.

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 (866) 273-2848 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).

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.

Where can I find Creative Planning on social media?

You can follow Creative Planning on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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