Creative Planning
id:
creative-planning-218-4114622
title:
Creative Planning
text:
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas. The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.
brand slug:
wiki
category slug:
encyclopedia
description:
American financial services company
original url:
https://en.wikipedia.org/wiki/Creative_Planning
date created:
2017-02-01T17:12:04Z
date modified:
2024-09-13T06:48:41Z
main entity:
{"identifier":"Q30590551","url":"https://www.wikidata.org/entity/Q30590551"}
image:
fields total:
13
integrity:
15