Creative Planning:
A Leading Independent Advisor & Retirement Plan Advisor
Recently Released!!!
Date Published: December 17, 2024
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 76 Slides
Creative Planning was founded by Hokanson, Lehman, & Stevens in 1982. Creative Planning is based in Overland Park, KS. Creative Planning has 234,300 accounts, $205 billion assets under management & administration, and $375 billion assets under management & administration and advisement. Creative Planning is led by its CEO Peter Mallouk & Chief Operating Officer Jonathan Knapp. Creative Planning is privately owned. Its website can be found at www.creativeplanning.com.
This research addresses the key historical phases of Creative Planning, including:
Its profile includes detailed outlines of its core services, including:
Date Published: December 17, 2024
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 76 Slides
Creative Planning was founded by Hokanson, Lehman, & Stevens in 1982. Creative Planning is based in Overland Park, KS. Creative Planning has 234,300 accounts, $205 billion assets under management & administration, and $375 billion assets under management & administration and advisement. Creative Planning is led by its CEO Peter Mallouk & Chief Operating Officer Jonathan Knapp. Creative Planning is privately owned. Its website can be found at www.creativeplanning.com.
This research addresses the key historical phases of Creative Planning, including:
- Hokanson, Lehman, & Stevens Phase
- Entrepreneurial Phase
- General Atlantic Phase
- TPG Phase
Its profile includes detailed outlines of its core services, including:
- Personal Wealth
- United Capital Financial Advisors
- Retirement Services
- Investment Advisory & OCIO Services
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
