Connect with Creative Planning’s Kansas City fiduciary advisors for personalized wealth, tax and estate planning solutions. Schedule your free consultation today.

Creative Planning was founded in 1983 [5] in Overland Park, Kansas, a suburb of Kansas City, Missouri. [6] The business initially operated as a small division within a larger financial services provider. [7] In …

Creative Planning President and CEO Peter Mallouk and Veronica Mallouk, through the Mallouk Family Foundation, have committed $30 million in partnership to launch the Ten Parks Project — an …

About Creative Planning Creative Planning is located at 10401 Holmes Rd Suite 400 in Kansas City, Missouri 64131. Creative Planning can be contacted via phone at 816-525-9699 for pricing, hours …

Creative Planning traces its roots to 1983 as a small office in Kansas City. After working for the company in 1999, Peter Mallouk purchased the firm in 2004 and reregistered it as an independent RIA.

Discover financial expertise at Creative Planning, formerly BerganKDV in 10401 Holmes Rd Suite 400, Kansas City, MO 64131. Community-trusted with a 4.9-star rating from 61 reviews.

Jan 31, 2025 · (Bloomberg) -- From an office park in a Kansas City suburb, Peter Mallouk has grown Creative Planning into one of the country’s biggest financial advisors, managing or advising about …

Oct 15, 2021 · Anyone have experience with Creative Planning as an advisor? Have managed our personal finances for the past 25+ years… is there any benefit to using Creative Planning? Thanks!

Apr 16, 2026 · Headquartered in Overland Park, Kansas, Creative Planning is one of the largest financial advisor firms in the country. The fee-based firm's main services include wealth …