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What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here

After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

Author Brooke Southall April 5, 2016 at 3:58 AM
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Peter Mallouk: I basically said: I've got a bit of a monster here and what am I going to do?

Hybrid RIA



April 5, 2016 — 7:37 PM

I hope Mallouk told Tony about his insurance company that he uses to sell commission products to his “fiduciary” clients. Also about his law firm which he owns and refers to.

This joker won best fee only firm a couple of years ago and he owns an insurance brokerage… which means he accepted the award fraudulently.

He says he’s going to give the profits from the insurance company to charity. Baloney. He’s going to shift costs to that unit so it doesn’t show profits.

Mr. RIA jr

Mr. RIA jr

January 6, 2017 — 7:45 PM
Mr. RIA, Good point but give it a rest. -Management


January 30, 2017 — 1:30 AM
Why doesn't Mallouk just divest his insurance holdings (or not sell them to Creative Planning RIA customers)? It would seem Creative Planning is a big enough deal, and its growth, that it would seem to be worth staying clean.


March 16, 2017 — 7:45 PM
Just read the book :) So is there a point investing 100k with Creative planning?
brooke southall

brooke southall

March 16, 2017 — 7:58 PM
Jack, So how was the book?! Brooke
Dan Geffen

Dan Geffen

March 20, 2017 — 8:51 PM
The book was fantastic. Go read it.
Michael Gerica

Michael Gerica

June 23, 2017 — 10:17 AM
I was going to invest a 100k and see, bad idea?


June 29, 2017 — 10:42 AM
how about invest with 10-20%max of that amount and "just see"..altho betting on black in vegas and "just see" can get you quicker results. how good or bad may depend on your karmic bank acct...
Jane Marston

Jane Marston

September 24, 2017 — 12:17 PM
Ethics from Mallouk's group??? They are like every other RIA in KC whether they have side relationships with others, or not. The ONLY thing they do as promised - is to take their quarterly fee. All the rest is just promises and very hit and miss.
Carl Dobbyn

Carl Dobbyn

October 24, 2017 — 3:52 PM
I have read the book an it has interested me, but i am a young guy from New Zealand lucky enough to be able to invest for the long term. .... I would suck up good information like a spunge....

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Consulting Firm
Top Executive: Michael Kitces

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®

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