Back to top




There are no insights from this firm to display at this time.



Last updated on July 25, 2019
    • $42.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 96K
    • $438.5K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Peter Alex Mallouk
April 2002
Jeffrey Samuel Stolper
February 2016
Benjamin Lee Briggs
April 2017
Danielle Elizabeth Johnson
May 2017
Kenneth Richard Pyle
September 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Creative Planning Benefits -- --
    Creative Planning Legal, P.A. -- --
    Creative Planning Property & Casualty, LLC -- --
    Creative Planning Risk Management -- --
    Creative Planning Tax, LLC -- --
    Creative Planning Trust Company, LLC -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Peter Alex Mallouk President & Co-Cio December, 2003 75% or more
      Molly Marie Rothove Vice President February, 2005 less than 5%
      Ajay Kumar Gupta Chief Of Investment Strategy March, 2016 less than 5%
      Jonathan David Clements Director Of Financial Education June, 2016 less than 5%
      James Richard Williams Co-Chief Investment Officer March, 2012 less than 5%
      Kenneth Richard Pyle Chief Compliance Officer October, 2017 less than 5%
      Jonathan Michael Knapp Chief Operations Officer July, 2018 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees