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Peter Mallouk's two-year $50-billion AUM surge at his Kansas RIA exceeded even his expectations, causing him to hit the ceiling--literally--at his shiny office complex

Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant headquarters

Author Lisa Shidler November 8, 2021 at 11:24 PM
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Peter Mallouk: Our inability to ever get our space right is proof that what's happening has been unexpected.

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The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover

Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation

October 16, 2020 at 7:49 PM


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Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®




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