Creative Planning: Detailed Company Information & Corporate Profile

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Summary

Creative Planning is a private company that has been in the industry for 43 years. The business currently specializes in Financial Services, Management Consulting Services areas. Creative Planning's headquarter is located at Overland Park, Kansas, USA. The number of employees is at least 500. Register with SignalHire to connect with Creative Planning employees and management.

Creative Planning Websitecreativeplanning.com
Social Links
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Phone Number833-416-4702
Industries
Creative Planning Headquarters address5454 W 110th St, Overland Park, Kansas, 66211 US
Company Size1000-5000 employees
SpecialtiesComprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, Institutional
SIC Code6321, 6199
DMA CodeKansas City Metropolitan Area
Founded1983
Operating StatusIndependent Company

Creative Planning Org Chart

Chief Executive Officer

Chief Executive Officer

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Competitors

Name
Founded
Type
Employees
2014Privately
Held
250 - 500
1997Privately
Held
25 - 100
2011Privately
Held
100 - 250
1997Privately
Held
25 - 100

Estimated Website Traffic

The chart shows a decline in traffic to the creativeplanning.com website. In May, traffic decreased to 147379, compared to 158507 in the previous month. The highest traffic in 2026 was recorded in March, reaching 178758 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Creative Planning's workforce includes employees across a wide range of tenure levels.

9% have been with the company for less than 1 year19% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years16% have been with the company for 5 to 7 years14% have been with the company for 8 to 10 years25% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Creative Planning
Chelsey Nunez
Chelsey NunezHuman Capital Management Consulting Coordinator
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Amy McCue
Amy McCueTax Director
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Judd Eberhart
Judd EberhartPartner / Wealth Manager
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Erick Hoyer
Erick HoyerWealth Manager
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Pete Honiotes
Pete HoniotesManaging Director
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Maria Dernis Hare
Maria Dernis HarePartner / Private Wealth Manager
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Brendan Wise
Brendan WiseFinancial Planner
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Corey Cowan
Corey CowanParaplanner
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Sahil Sury
Sahil SuryPartner & Financial Planner
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Kate Lacey
Kate LaceyFinancial Planner
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Kaitlyn Crathorne
Kaitlyn CrathorneByAll account specialist
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Ethan Burnett
Ethan BurnettParaplanner
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Isai
IsaiSenior Tax Associate
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Michael Luchtefeld
Michael LuchtefeldAccount Executive
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Canon Edwards
Canon EdwardsWealth Management & Financial Planning Intern
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Sienna Favela
Sienna FavelaFinancial Planning and Wealth Management Intern
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Creative Planning Corporate Information: FAQ

Creative Planning operates in the Finance industries. More details can be found on the official website: creativeplanning.com.
Creative Planning has offices located in Overland Park, US.
The headquarters of Creative Planning are located in Overland Park, United States.
The current CEO of Creative Planning is Peter Mallouk
You can contact Creative Planning by phone at 833-416-4702.
Creative Planning currently employs 1000-5000 people.
Creative Planning's revenue is approximately 1.5B.

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