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By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas

Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

Author Lisa Shidler August 29, 2014 at 5:08 AM
2 Comments
no description available
Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.

Marie Swift

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Marty Bicknell

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Sterling Shea

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Peter Mallouk

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Randall Hallier


Marie Swift

Marie Swift

August 31, 2014 — 6:06 PM

Leawood, Kansas, is a great place to live and work. I am glad to call it “home.” Nice work on this article, Lisa. Love the headline.

Concerned

Concerned

November 6, 2014 — 7:29 PM

I’d like to know how he accepted an award for the top fee only firm when he owns and insurance brokerage and law firm that both receive referrals from his firm?

http://video.cnbc.com/gallery/?video=3000274255

See item 7 part 1A of his ADV:

http://www.adviserinfo.sec.gov/iapd/content/viewform/adv/Sections/iapd_AdvFinancialAffiliationsSection.aspx?ORG_PK=105348&RGLTR_PK=50000&STATE_CD=&FLNG_PK=05949DC800080177011F049005150655056C8CC0


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Top Executive: Tom Nally

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