Creative Planning Minority Owner Wants to Pare Its Stake - ThinkAdvisor
CEO Peter Mallouk confirmed that General Atlantic is seeking to sell part of its position in the RIA.
Creative Planning
Finance · Kansas, United States · 1,500 Employees
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About
Headquarters
5454 W 110th St, Overland Park, Kansas, 66211, ...Phone Number
(866) 273-2848Website
www.creativeplanning.comRevenue
$576.4 MillionIndustry
Most Recent Scoops
Aug 2 2024
Project
Aug 2 2024
Project
An internal source in Accounting has indicated that the organization is in the midst of initiatives related to tax compliance. Creative Planning is currently evaluating vendors to support these efforts.
Who is Creative Planning
Creative Planning was founded in 1983. This company provides wealth management and investment advice services. Their headquarters are located in Ov erland Park, Kansas.Read more
Creative Planning Org Chart
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Most Recent Scoops
Aug 2 2024
Project
Accounting, Document Management
Aug 2 2024
Project
Accounting, Compensation & Benefits, Billing & Invoice
Aug 2 2024
Project
An internal source in Accounting has indicated that the organization is in the midst of initiatives related to tax compliance. Creative Planning is currently evaluating vendors to support these efforts.
Accounting, Audit, Compliance
Aug 2 2024
Project
An internal source in Accounting has indicated that the organization is in the midst of initiatives related to accounts payable. Creative Planning is currently evaluating Bill.com.
Accounting, Financial Planning, Billing & Invoice
Aug 2 2024
Project
An internal source in Accounting has indicated that the organization is in the midst of initiatives related to collections software. Creative Planning is currently evaluating vendors to support these efforts.
Accounting, Enterprise Software, Financial Systems, Software
Creative Planning News & Media
MiB: Peter Mallouk, Creative Planning CEO - The Big Picture - Barry Ritholtz
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital MediaCreative Planning Acquires ML&R Wealth Management
Creative Planning expands services in Central Texas with addition of $2.2 billion award-winning wealth management firm OVERLAND PARK, Kan., April 2, 2024 /PRNewswire/ -- Creative Planning, one of the nation's leading Registered Investment Advisors (RIA), today announced the acquisition of...Daniels + Tansey acquired by mega investment firm - Delaware Business Times
Independent registered investment advisory firm Daniels + Tansey has been acquired by Creative Planning, a well-known mega firm from Kansas.Creative Planning acquisition adds tax, investment expertise
The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.
Read more news
Frequently Asked Questions Regarding Creative Planning
Creative Planning was founded in 1983. This company provides wealth management and investment advice services. Their headquarters are located in Overland Park, Kansas.... Read More
