Peter A Mallouk, CFP

Overview

Peter A Mallouk is an insurance agent and an investment adviser representative based in Leawood, KS, with 24 years in the industry.

Years in the industry

24

States licensed

1

States registered

2

Carrier appointments

39

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 2 states

• Producer
• Series 63
• Series 65

3 lines of authority, with every state and its dates

Firms

• Creative PlanningCurrent firm
• Creative Planning Insurance LlcCurrent firm

Employment history since 2002

Carriers

39 active carrier appointments

Book and practice

Firm assets under management on file