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Peter Alex Mallouk

President And CeoCreative Planning, LLCCRD 4508063

About Peter Alex Mallouk

Peter Alex Mallouk is listed as President And Ceo at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%. Peter Alex Mallouk is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Peter Alex Mallouk work?

Peter Alex Mallouk is listed as President And Ceo at Creative Planning, LLC on SEC Form ADV.

How much of Creative Planning, LLC does Peter Alex Mallouk own?

Form ADV reports a beneficial ownership band of Under 5%.

Creative Planning, LLC

TitlePresident And Ceo
OwnershipUnder 5%
Control personYes
Since2003
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Creative Planning, LLC

TitleTrustee
Ownership—
Control personYes
Since2002
View Creative Planning, LLC →

United Capital Financial Advisors, LLC

TitleTrustee
Ownership—
Control personYes
Since2002
View United Capital Financial Advisors, LLC →