Education
Mallouk went on to also earn his Master of Business Administration and law degree (Juris Doctor).
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Peter Mallouk
Edit ProfileBusinessman investment officer
Career
He is the Principal, President and Chief Investment Officer of, a registered investment advisor, and one of the largest independent wealth management firms in the country. 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. Mallouk is a Certified Financial Planner (Certified Financial Planner), a certification awarded by the Certified Financial Planner Board of Standards, Incorporated.
His education at the University of Kansas included undergraduate majors in Business, Economics, Political Science and Psychology.
Mallouk"s firm,, manages approximately $15 billion for clients in all 50 states and abroad (See ADV Participant 1). Creative Planning provides financial planning services and investment management to individuals, businesses and institutions.
Mallouk is also the author of The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right (2014)
is a financial advisory firm.
Achievements
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Barron"s #1 Independent Financial Advisor in America, 2015 Consumer News and Business Channel"s #1 Fee-Only Wealth Wealth-Management Firm, 2015 Barron"s #1 Independent Financial Advisor in Kansas, 2015 Barron"s #1 Independent Financial Advisor in America, 2014 Consumer News and Business Channel"s #1 Fee-Only Wealth Wealth-Management Firm, 2014 Barron"s #1 Independent Financial Advisor in America, 2013 Boomer Market Advisor"s Advisor of the Year, 2008 Worth"s Top Wealth Managers in America (all lists from 2005 on) Mallouk is viewed as an authority on investment management for high Netto worth individuals and has been seen on Consumer News and Business Channel and Fox Business News. He has also been quoted or featured by The Wall Street Journal, Consumer News and Business Channel, Barron"s, The Financial Times, Bloomberg and numerous other publications.
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Born
Awards
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Barron's #1 Independent Financial Advisor in America, 2015 CNBC's #1 Fee-Only Wealth Wealth-Management Firm, 2015 Barron's #1 Independent Financial Advisor in Kansas, 2015 Barron's #1 Independent Financial Advisor in America, 2014 CNBC's #1 Fee-Only Wealth Wealth-Management Firm, 2014 Barron's #1 Independent Financial Advisor in America, 2013 Boomer Market Advisor's Advisor of the Year, 2008 Worth's Top Wealth Managers in America (all lists from 2005 on) Mallouk is viewed as an authority on investment management for high net worth individuals and has been seen on CNBC and Fox Business News. He has also been quoted or featured by The Wall Street Journal, CNBC, Barron's, The Financial Times, Bloomberg and numerous other publications.Barron's #1 Independent Financial Advisor in America, 2015 CNBC's #1 Fee-Only Wealth Wealth-Management Firm, 2015 Barron's #1 Independent Financial Advisor in Kansas, 2015 Barron's #1 Independent Financial Advisor in America, 2014 CNBC's #1 Fee-Only Wealth Wealth-Management Firm, 2014 Barron's #1 Independent Financial Advisor in America, 2013 Boomer Market Advisor's Advisor of the Year, 2008 Worth's Top Wealth Managers in America (all lists from 2005 on) Mallouk is viewed as an authority on investment management for high net worth individuals and has been seen on CNBC and Fox Business News. He has also been quoted or featured by The Wall Street Journal, CNBC, Barron's, The Financial Times, Bloomberg and numerous other publications.