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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

Author Brooke Southall February 26, 2019 at 2:27 PM
1 Comment
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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.

Peter Mallouk



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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October 16, 2020 at 7:49 PM

Mentioned in this article:

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

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