Peter Alex Mallouk

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1998 → Present
  Creative Planning, Llc
  Overland Park, KS
• 04/2017 → 09/2018
  Nextedge, Llc
  Leawood, KS

Previous Registrations

• 2015-02-11 → 2015-11-16
  Creative Planning Advisor Services, Llc
  Leawood, KS
• 2009-09-10 → 2010-06-02
  Wealth Management Consultants, Llc
  Overland Park, KS

Other Businesses

Unless otherwise noted, all other business activities listed below are located at 5454 W. 110th Street, Overland Park, KS 66211. (1) Creative Planning Legal, P.A. Non-investment related. Law firm providing estate and other legal services. Attorney and majority owner, 01/1998, 5, 5. (2) V Aviation. Non-investment related. Airplane rental; 03/2016. 1, 0. (3) Good Life Ventures, LLC. Investment Related. Real estate management entity. 04/2015; 1, 0. (4) Overland One, LLC. Investment related. Real estate management entity. 06/2016; 1, 0. (5) Royal Blue LLC. Non-investment related. 2000 Shawnee Mission Pkwy, Ste. 310 Mission Woods, KS 66205. Professional baseball club. 11/2019; 0, 0. Minority ownership interest only, no day to day duties. (6) Sporting KC LLC. Non-investment related. 2020 Baltimore Ave, Kansas City, MO 64108. Professional soccer club. 11/2022; 0, 0. Minority ownership interest only, no day to day duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-18
• S65 Uniform Investment Adviser Law Examination
  2001-11-20