Creative Planning’s Journey to $100 Billion of Assets Under Management

Creative Planning’s Journey to $100 Billion of Assets Under Management

Peter Mallouk, President & CEO, Creative Planning

Friday, March 4
7:30 - 8:00 am  Networking & Breakfast
8:00 - 9:00 am  Program

Parkway Room
1900 Building
1900 Shawnee Mission Parkway
Mission Woods, KS

Peter Mallouk will share how Creative Planning differentiated themselves as an independent wealth advisory firm and have become nationally recognized.  Peter will share why he decided to bring on a minority investor, describe their growth strategy around M&A, and discuss the recent purchase of the Lockton’s retirement business.

Registration