| dbo:abstract |
Creative Planning 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. (en) |
| dbo:foundingYear |
1983-01-01 (xsd:gYear) |
| dbo:industry |
dbr:Financial_services |
| dbo:locationCity |
dbr:Overland_Park,_Kansas |
| dbo:numberOfEmployees |
850 (xsd:nonNegativeInteger) |
| dbo:regionServed |
dbr:United_States |
| dbo:service |
dbr:Tax_planning dbr:Estate_planning dbr:Wealth_management dbr:Philanthropy dbr:Financial_planning dbr:Trust_service |
| dbo:thumbnail |
wiki-commons:Special:FilePath/Creative_Planning.png?width=300 |
| dbo:type |
dbr:Privately_held_company |
| dbo:wikiPageExternalLink |
https://creativeplanning.com/ https://creativeplanning.com |
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53058541 (xsd:integer) |
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20769 (xsd:nonNegativeInteger) |
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| dbo:wikiPageWikiLink |
dbr:Privately_held_company dbr:Tax_planning dbr:Barron's_(newspaper) dbr:United_States dbr:Virginia dbc:Companies_established_in_1983 dbr:McLean,_Virginia dbr:Estate_planning dbr:Cincinnati dbc:1983_establishments_in_Kansas dbc:1983_establishments_in_the_United_States dbr:U.S._Securities_and_Exchange_Commission dbr:Wichita,_Kansas dbr:Addison,_Texas dbr:401(k) dbr:Northbrook,_Illinois dbr:Overland_Park,_Kansas dbr:Education dbr:Registered_investment_advisor dbr:Interstate_435 dbr:Investment_Advisers_Act_of_1940 dbr:Investment_management dbr:Wealth_management dbr:Atlanta dbc:Financial_services_companies_of_the_United_States dbc:Financial_services_companies_established_in_1983 dbc:Companies_based_in_Kansas dbr:Kansas_City,_Missouri dbr:Leawood,_Kansas dbr:Assets_under_management dbr:Business_valuation dbr:Southfield,_Michigan dbr:Financial_plan dbr:Financial_services dbr:Indianapolis dbr:Social_justice dbr:Financial_advisor dbr:Philanthropy dbr:Financial_planning dbr:Cease_and_desist_order dbr:Trust_service |
| dbp:areaServed |
dbr:United_States |
| dbp:founded |
1983 (xsd:integer) |
| dbp:hqLocationCity |
dbr:Overland_Park,_Kansas |
| dbp:industry |
dbr:Financial_services |
| dbp:logo |
Creative Planning.png (en) |
| dbp:name |
Creative Planning (en) |
| dbp:numEmployees |
850 (xsd:integer) |
| dbp:numEmployeesYear |
2021 (xsd:integer) |
| dbp:owner |
Peter Mallouk (en) |
| dbp:services |
dbr:Tax_planning dbr:Estate_planning dbr:Wealth_management dbr:Philanthropy dbr:Financial_planning (en) trust services (en) |
| dbp:type |
dbr:Privately_held_company |
| dbp:website |
https://creativeplanning.com |
| dbp:wikiPageUsesTemplate |
dbt:Infobox_company dbt:Reflist dbt:Short_description dbt:USD dbt:Use_American_English dbt:Use_mdy_dates |
| dcterms:subject |
dbc:Companies_established_in_1983 dbc:1983_establishments_in_Kansas dbc:1983_establishments_in_the_United_States dbc:Financial_services_companies_of_the_United_States dbc:Financial_services_companies_established_in_1983 dbc:Companies_based_in_Kansas |
| rdf:type |
owl:Thing dbo:Company schema:BankOrCreditUnion schema:Organization dul:Agent dul:SocialPerson dbo:Agent wikidata:Q24229398 wikidata:Q43229 wikidata:Q4830453 dbo:Bank dbo:Organisation |
| rdfs:comment |
Creative Planning 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. (en) |
| rdfs:label |
Creative Planning (en) |
| owl:sameAs |
wikidata:Creative Planning https://global.dbpedia.org/id/2qGqH |
| prov:wasDerivedFrom |
wikipedia-en:Creative_Planning?oldid=1115264575&ns=0 |
| foaf:depiction |
wiki-commons:Special:FilePath/Creative_Planning.png |
| foaf:homepage |
https://creativeplanning.com |
| foaf:isPrimaryTopicOf |
wikipedia-en:Creative_Planning |
| foaf:name |
Creative Planning (en) |
| is dbo:wikiPageRedirects of |
dbr:Creative_Planning,_Inc. |
| is dbo:wikiPageWikiLink of |
dbr:Creative_Planning,_Inc. |
| is foaf:primaryTopic of |
wikipedia-en:Creative_Planning |
