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Peter Mallouk

Peter Mallouk

Peter Mallouk is an American financial advisor and businessman. He is the Principal and President of Creative Planning, Inc., a registered investment advisor (RIA), and one of the largest independent wealth management firms in the country. Mallouk has been recognized as one of Worth's Power 100 most powerful men and women in finance.

Mallouk emphasizes the importance of customizing an investment portfolio to a client's specific situation, objectives, and needs, rather than basing investment decisions primarily on past performance or risk tolerance.

Peter is featured in every eligible listing of Barron’s as one of the ‘Top 100 Independent Financial Advisors in America,’ and is the only advisor to have ever been featured at #1 for three consecutive years (2013-2015). Since 2015, Creative Planning has been featured on Barron’s new top independent firms list.

Peter graduated from the University of Kansas in 1993 with four majors, including degrees in Business Administration and Economics. He went on to earn a law degree and Master of Business Administration in 1996, also at the University of Kansas. Peter has also earned the Certified Financial Planner designation. Mallouk is also the author of The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right and co-author of Unshakeable

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