Articles tagged "Creative Planning"

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Brad Matthews: It was important if we were going to do something like this, [that] we worked with one of the leading firms.

Peter Mallouk buys a stake in Trizic

Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client

November 6, 2014 at 6:57 PM

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.

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?

Articles tagged "Creative Planning"

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November 6, 2014 at 6:57 PM

August 29, 2014 at 5:08 AM

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Articles tagged "Creative Planning"

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November 6, 2014 at 6:57 PM

August 29, 2014 at 5:08 AM

RIABiz Directory

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