Peter Alex Mallouk
President And CeoCreative Planning, LLCCRD 4508063
About Peter Alex Mallouk
Peter Alex Mallouk is listed as President And Ceo at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%. Peter Alex Mallouk is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Peter Alex Mallouk work?
Peter Alex Mallouk is listed as President And Ceo at Creative Planning, LLC on SEC Form ADV.
How much of Creative Planning, LLC does Peter Alex Mallouk own?
Form ADV reports a beneficial ownership band of Under 5%.
Creative Planning, LLC
| Title | President And Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2003 |
United Capital Financial Advisors, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2002 |
Baseline Wealth Management Ltd.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2002 |
Sageview Advisory Group, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2002 |