Creative Planning Information
Summary
Creative Planning is a private company that has been in the industry for 43 years. The company currently specializes in the Financial Services, Management Consulting Services areas. The position of the President & CEO is occupied by Peter Mallouk. Its headquarters is located at Overland Park, Kansas, USA. The number of employees ranges from 500 to 1.0K. The annual revenue of Creative Planning varies between 25M and 100M. To connect with Creative Planning employee register on SignalHire.
Organization Website | creativeplanning.com |
Social Links |    |
Phone Number | 833-416-4702 |
Industries | |
Headquarters Location | 5454 W 110th St, Overland Park, Kansas, 66211 US |
Employees Size | 1000-5000 employees |
Specialties | Comprehensive 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 Code | 6321, 6199 |
DMA Code | Kansas City Metropolitan Area |
Founded | 1982 |
Estimated Annual Revenue | $25M - 100M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2014 | Privately Held | 250 - 500 | 122M | $34.4M | |
| 1997 | Privately Held | 25 - 100 | 6.9M | $150K | |
| 2011 | Privately Held | 100 - 250 | 32M | $150K | |
| 1997 | Privately Held | 25 - 100 | 12.5M | $0 |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a growth in traffic to the creativeplanning.com website. In January, traffic increased to 167966, compared to 149014 in the previous month. The highest traffic in 2026 was recorded in January, reaching 167966 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Number of employees by department
Length of Employment
Employee tenure at Creative Planning shows a diverse range of experience levels:
18% have been with the company for less than 1 year14% for 1–2 years19% for 3–4 years14% for 5–7 years14% for 8–10 years21% have over 11 years of service at Creative PlanningEx-employees positions
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