Creative Planning Inc
Nome legal: CREATIVE PLANNING, INC.
Detalhes completos de contato
Creative Planning Inc
5454 W. 110TH STREET, OVERLAND PARK, KS
(866) 909-5148
(888) 243-9402
Outras informações
A Creative Planning, Inc. é uma empresa com sede no Missouri, estabelecida em 1983 e registrada na Comissão de Valores Mobiliários dos Estados Unidos. Com 488 funcionários, incluindo 366 em funções consultivas, a empresa atende a 19 clientes. Seu status com a SEC é aprovado, tornando-a um provedor confiável de serviços financeiros.
Legal Services | Creative Planning
USA International Login Services Insights About Radio Locations Request a Meeting Thank you for your interest in Creative Planning!Please provide your contact information in the form below. One of our team members will be in touch within one business day to schedule your free, no obligation consu…
Estate Planning & Trust Services | Creative Planning
Build an estate plan and trust that integrate with your financial plan with Creative Planning Legal services.
Peter Mallouk - President & CEO - Creative Planning
Peter Mallouk is the President & CEO of Creative Planning and affiliated companies, which provide comprehensive wealth management 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.
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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.
Proprietários diretos
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AJAY KUMAR GUPTA
CHIEF OF INVESTMENT STRATEGY é proprietária menos de 5%
-
JAMES RICHARD WILLIAMS
CO-CHIEF INVESTMENT OFFICER é proprietária menos de 5%
-
JONATHAN DAVID CLEMENTS
DIRECTOR OF FINANCIAL EDUCATION é proprietária menos de 5%
-
JONATHAN MICHAEL KNAPP
CHIEF OPERATIONS OFFICER é proprietária menos de 5%
-
KENNETH RICHARD PYLE
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
-
MJG IRREVOCABLE TRUST DATED 1-1-14
DIRECT OWNER é proprietária mais de 10% mas menos de 25%
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MOLLY MARIE ROTHOVE
VICE PRESIDENT é proprietária menos de 5%
-
PETER ALEX MALLOUK
PRESIDENT & CO-CIO é proprietária 75% ou mais
Proprietários Indiretos
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ALEXANDER GEORGE MALLOUK
TRUSTEE
Empresas localizadas nas proximidades
Notícia
- Creative Planning Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Creative Planning Makes Minor Adjustments in Q3 2022 vs. Q4 2022 13F Holdings Comparison
- College is almost always worth the cost, says wealth manager—here’s why
- Millennials agree on the best way to invest—but they’re wrong
- The smartest way to invest your first $1,000, according to a wealth manager
Principais Participações
- 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