Creative Planning Inc
Offizieller Name: CREATIVE PLANNING, INC.
Vollständige Kontaktdaten
Creative Planning Inc
5454 W. 110TH STREET, OVERLAND PARK, KS
(866) 909-5148
(888) 243-9402
Andere Information
Creative Planning, Inc. ist eine in Missouri ansässige Firma, die im Jahr 1983 gegründet wurde und bei der US-amerikanischen Börsenaufsichtsbehörde registriert ist. Mit 488 Mitarbeitern, darunter 366 in beratenden Funktionen, betreut die Firma 19 Kunden. Ihr Status bei der SEC ist genehmigt, was sie zu einem zuverlässigen Anbieter von Finanzdienstleistungen macht.
Tax Planning | Creative Planning
Our team of CPAs and tax professionals provides expertise and strategies that align with your wealth management goals.
Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
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Peter Mallouk - President & CEO - Creative Planning
Peter Mallouk is the President & CEO of Creative Planning and affiliated companies, which provide comprehensive wealth management services.
Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
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Estate Planning & Trust Services | Creative Planning
Build an estate plan and trust that integrate with your financial plan with Creative Planning Legal services.
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Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
Direkte Eigentümer
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AJAY KUMAR GUPTA
CHIEF OF INVESTMENT STRATEGY besitzt weniger als 5%
-
JAMES RICHARD WILLIAMS
CO-CHIEF INVESTMENT OFFICER besitzt weniger als 5%
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JONATHAN DAVID CLEMENTS
DIRECTOR OF FINANCIAL EDUCATION besitzt weniger als 5%
-
JONATHAN MICHAEL KNAPP
CHIEF OPERATIONS OFFICER besitzt weniger als 5%
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KENNETH RICHARD PYLE
CHIEF COMPLIANCE OFFICER besitzt weniger als 5%
-
MJG IRREVOCABLE TRUST DATED 1-1-14
DIRECT OWNER besitzt mehr als 10% aber weniger als 25%
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MOLLY MARIE ROTHOVE
VICE PRESIDENT besitzt weniger als 5%
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PETER ALEX MALLOUK
PRESIDENT & CO-CIO besitzt 75% oder mehr
Indirekte Eigentümer
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ALEXANDER GEORGE MALLOUK
TRUSTEE
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Top Beteiligungen
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $895k
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- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $628k
- VANGUARD INDEX FDS REAL ESTATE ETF $585k
- VANGUARD INDEX FDS MID CAP ETF $572k
- WISDOMTREE TR $567k
- VANGUARD INDEX FDS SMALL CP ET $261k
- WISDOMTREE TR $261k