Peter Mallouk, financial advisor Leawood KS
96 score

Peter Mallouk

CRD Number: 4508063
Current Firm: Creative Planning

Peter Mallouk (CRD# 4508063) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 15 years of experience in the finance industry. Peter Mallouk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning Advisor Services LLC Leawood, KS Jan 2015 - Current 1
Creative Planning Inc. Overland Park, KS Dec 1998 - Current 18
Wealth Management Consultants, LLC Overland Park, KS Aug 2009 - Jun 2010 < 1
Purshe Kaplan Sterling Investments Albany, NY Jun 2009 - Apr 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Peter A. Mallouk
Phone Number: 913-338-2727
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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