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Creative
Planning named one of
Ingram's magazine's 'Best Companies to Work For'.
Creative Planning, a Leawood-based wealth-management firm, has roughly
$2 billion
in assets managed, up roughly 300 percent since 2008. Peter Mallouk, its
president and chief investment officer, seems to be closing in on a
similar number of industry accolades. Whatever the numbers, they are not
of his own doing, he'll tell you. He passes full credit on to a staff of
70 at Creative and its affiliated companies. He's gone out of his way to
hire thoroughbreds - and removed the reins. It begins with screening
applicants to ensure that they are self-starters. Once on staff, those
who demonstrate a capacity for high-level performance are free to move
about the firm to any open position that intrigues them. The rewards:
Earnings half again the industry average, benefits that include 100
percent-paid health insurance, 401(k) and profit-sharing matches, flex
hours and unlimited vacation at the employee's discretion—circling back
to that high-performance caveat. It's not just dealing in wealth, it's
dealing in wealth with a purpose, as evinced by Creative's own support
for more than 40 area charities (Mallouk himself was a founder of the KC
CAN! children's charity). As a consequence of all that, six of the seven
Creative companies had their best quarter ever in the first 90 days of
2011, a period that saw more new clients than any time in the firm's
28-year history.
www.thinkingbeyond.com
Creative Planning
Inc.
3400 College Boulevard
Leawood, KS 66211
click here for directions/map
Phone: (913) 338-2727
Toll Free: (866) 909-5148
Fax: (913) 338-4507
cpi@thinkingbeyond.com
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