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Peter Mallouk goes inorganic with first M&A deal as he raises the bar on growth objectives for Creative Planning

The CEO of $38-billion firm is starting M&A offensive with a $500-million Minneapolis RIA right after launching giant national TV advertising campaign

Tuesday, February 26, 2019 – 2:27 PM by Brooke Southall
Admin:
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Peter Mallouk: Brad called us and we don’t even have an acquisition team. That speaks volumes about both the kind of leader Brad is, and about the kind of firm that is going to attract an owner/advisor.

Related Moves

The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover

Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation

October 16, 2020 – 7:49 PM


Mentioned in this article:

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




MB

MB

February 27, 2019 — 12:34 AM
Not the first Peter Mallouk asset grab. <a href="https://riabiz.com/a/2016/4/5/what-to-make-of-peter-mallouks-sweeping-deal-with-tony-robbins-and-where-the-unlikely-pairing-goes-from-here" rel="nofollow">https://riabiz.com/a/2016/4/5/what-to-make-of-peter-mallouks-sweeping-deal-with-tony-robbins-and-where-the-unlikely-pairing-goes-from-here</a>

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