Creative Planning Inc

Creative Planning, Inc. is a Missouri-based firm that was established in 1983 and is registered with the U.S. Securities and Exchange Commission. With 488 employees, including 366 in advisory roles, the firm caters to 19 clients. Their status with the SEC is approved, making them a reliable financial services provider.

• AJAY KUMAR GUPTA

  CHIEF OF INVESTMENT STRATEGY owns less than 5%

• JAMES RICHARD WILLIAMS

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• JONATHAN DAVID CLEMENTS

  DIRECTOR OF FINANCIAL EDUCATION owns less than 5%

• JONATHAN MICHAEL KNAPP

  CHIEF OPERATIONS OFFICER owns less than 5%

• KENNETH RICHARD PYLE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MJG IRREVOCABLE TRUST DATED 1-1-14

  DIRECT OWNER owns more than 10% but less than 25%

• MOLLY MARIE ROTHOVE

  VICE PRESIDENT owns less than 5%

• PETER ALEX MALLOUK

  PRESIDENT & CO-CIO owns 75% or more

• ALEXANDER GEORGE MALLOUK

  TRUSTEE

• Columbia Capital Management LLC
• Heartland Wealth Advisors LLC
• Triune Financial Partners LLC
• Financial Counselors Inc
• DEAN Capital Management LLC
• Mariner Wealth Advisors-Ic LLC
• Waterfront Wealth Inc
• Financial Partners Group Inc
• Prism Financial Group LLC
• Sound Stewardship LLC

• Creative Planning Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Creative Planning Makes Minor Adjustments in Q3 2022 vs. Q4 2022 13F Holdings Comparison
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• The smartest way to invest your first $1,000, according to a wealth manager

• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $895k
• ISHARES TR CORE S&P500 ETF $819k
• VANGUARD WHITEHALL FDS INC $703k
• WISDOMTREE TR $628k
• 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