Employment Verification for Creative Planning.

About Creative Planning

Creative Planning is a financial planning and investment management firm headquartered in Overland Park, Kansas. Founded in 1983 by Peter Mallouk, the company provides a range of financial services to individuals, families, and institutions across the U.S. Creative Planning has been recognized for its high level of fiduciary transparency and rigorous investment management process and was named the #1 Independent Wealth Management Firm in America by Barron’s in 2017, 2018, 2019, and 2020. With more than $60 billion in assets under management, Creative Planning offers investment management, retirement planning, estate planning, tax planning, and charitable giving services to clients. The firm’s investment philosophy is built around the principles of diversification, asset allocation, and risk management. Creative Planning’s investment management team employs open architecture approach when selecting investments for its clients’ portfolios. In addition to its Kansas headquarters, Creative Planning has offices throughout the U.S., including in California, Colorado, Florida, Georgia, Illinois, Maryland, Missouri, Nebraska, New York, Texas, and Virginia. The firm’s advisors are registered with the Securities and Exchange Commission (SEC) and hold the Certified Financial Planner (CFP) designation.

The information on this page is not an endorsement of Truv’s services by Creative Planning and is meant to be purely informational.

Verify Creative Planning Employees

Truv provides quick, secure and cost-effective employment and income verifications for thousands of verifiers. The process is simple and automated and most employees are verified in under 24 hours. You only pay for successful verification and can save on average 50% compared to competitors. Thousands of verifiers love Truv because it’s been never been easier and more streamlined to verify an employee, learn more.