firm profile
Creative Planning
Overview
Creative Planning is an SEC registered investment adviser based in Overland Park, KS, registered since 1983. It reports $296B in assets under management across 320,323 accounts, with 1,650 employees. It has 1,150 investment adviser representatives.
- Reported AUM
- $296B
- Discretionary
- 99%
- Accounts
- 320,323
- Average account
- $923K
- Employees
- 1,650
- Advisory reps
- 1,150
- Registered since
- 1983
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 8
- Peter Alex Mallouk President, Chief Executive Officer CRD 4508063
- Chatten Walker Scruggs Chief Technology Officer CRD 2739132
- David John Kaye Chief Financial Officer CRD 5903932
5 more executive officers, with direct contact details
Advisory reps 3 of 1,150
- Jonathan Eugene Abdo Investment Adviser Rep CRD 6578092
- Patrick Colorado Abelon Investment Adviser Rep CRD 4143311
- Scott Frederick Adair Investment Adviser Rep CRD 6129945
1,147 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5454 W 110th St
Overland Park, KS 66211 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: americasbest401k.com
Every state, with registration dates
Similar firms near Overland Park
- OnedigitalOverland Park, KS$155B AUM
- Mariner WealthOverland Park, KS$125B AUM
- Prime Capital FinancialOverland Park, KS$39.1B AUM
- Mariner Advisor NetworkOverland Park, KS$9.6B AUM
- Tortoise Capital Advisors, L.L.C.Overland Park, KS$8.9B AUM
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