By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell
Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®
Marie Swift
Leawood, Kansas, is a great place to live and work. I am glad to call it “home.” Nice work on this article, Lisa. Love the headline.
Concerned
I’d like to know how he accepted an award for the top fee only firm when he owns and insurance brokerage and law firm that both receive referrals from his firm?
http://video.cnbc.com/gallery/?video=3000274255
See item 7 part 1A of his ADV:
http://www.adviserinfo.sec.gov/iapd/content/viewform/adv/Sections/iapd_AdvFinancialAffiliationsSection.aspx?ORG_PK=105348&RGLTR_PK=50000&STATE_CD=&FLNG_PK=05949DC800080177011F049005150655056C8CC0
