Peter Mallouk

Peter Mallouk

Formal First Name
1/16/1970 - present

One of the most celebrated financial advisers of his time, Peter Mallouk is President and Chief Investment Officer at Creative Planning, a registered investment firm based in Kansas. He started his career as an estate planning attorney and here he built his legacy—no matter your age or wealth, it is a must to prepare a basic estate plan as soon as possible. He argues that the most important things you can do with your money: avoid making mistakes, ensure that your estate plans are in order and enjoy your wealth.

Professional Experience

Academic History

  • He is the only person to have ranked No. 1 on Barron’s “Top 100 Independent Financial Advisors in America” list for three consecutive years (2013-2015).
  • He also appeared on the cover of Worth magazine’s 2017 and 2018 issues of “Power 100” – a list of the most powerful men and women in global finance.
  • As President of Creative Planning, Mallouk has found further success, garnering a No. 1 ranking in Barron’s as the top Independent Wealth Management Firm in America (2017) and being featured twice as the No. 1 Independent Wealth Management Firm in the U.S. by CNBC (2014 and 2015).