Creative Planning spreads equity to employees

Creative Planning spreads equity to employees
Kansas-based registered investment advisory firm will give stakes to about 10% of its workforce.
MAR 09, 2021

Creative Planning, an Overland Park, Kansas-based registered investment adviser managing $75 billion, is offering initial partnerships to 86 employees, or roughly 10% of its workforce.

The company said it plans to continue to offer equity to eligible employees and as part of future acquisitions.

“We have an incredibly dedicated team who has been instrumental in helping us grow our business over this past year,” CEO Peter Mallouk said in a statement. “In many ways, we feel like we are just getting started, and I look forward to sharing the journey with my new partners.”

Build a brand that reflects purpose and personality

Latest News

Wealth Enhancement expands Houston footprint with Trippon acquisition
Wealth Enhancement expands Houston footprint with Trippon acquisition

Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.

Alternatives gain traction in 401(k) plans as DOL rules open the door
Alternatives gain traction in 401(k) plans as DOL rules open the door

Large and mega plans show strongest appetite, but fee confusion persists.

Mass affluents are saving less in anticipation of inheritance. But there’s a big problem
Mass affluents are saving less in anticipation of inheritance. But there’s a big problem

Many people are taking a dangerous gamble with their financial future, new study warns.

Osaic's ex-CFO Kristy Britt joins PE-backed accounting firm Wipfli
Osaic's ex-CFO Kristy Britt joins PE-backed accounting firm Wipfli

Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises

YCharts acquires Informa's Zephyr to bolster SMA analytics for advisors
YCharts acquires Informa's Zephyr to bolster SMA analytics for advisors

The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income