Sourced professional profile
Peter Mallouk
President & CEO
Meet Peter.
Mallouk leads Creative Planning, whose services bring together investment management, financial planning, tax planning, estate planning, retirement plan consulting, and charitable planning.
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- Areas of focus
- Investment management · Financial planning
- Credentials recorded in sources
- Not recorded in this profile.
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
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01Which services do you offer for someone with my goals?
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Creative Planning
1 listed professional
An integrated wealth management firm bringing investment management and financial planning together.
Firm contact833-416-4702 (Become a client)
Research before you connect.
Professional sources reviewed September 16, 2026. Location: Firm corporate office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.