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Working at Creative Planning

Zippia score 4.6

Overview

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Creative Planning overview

Industry
Investment Services
Revenue
$39M
Headquarters
Employees
50
Founded in
Organization type
Private
Social media
Creative Planning is featured by Barron's as the #1 Independent Wealth Management Firm in America by Barron's (2017). Creative Planning and its President and Chief Investment Officer, Peter Mallouk, are the only firm in history to be recognized by Barron's as their " #1 Independent Advisor in America" for three consecutive years (2013-2015). Creative Planning has also been named as the " #1 Wealth Management Firm in America" by CNBC on the only two rankings the network ever released (2014-2015). Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.
The staff at Creative Planning come from unusually diverse demographic backgrounds. The company is 46.3% female and 34.8% ethnic minorities. Creative Planning employees are more likely to be members of the Republican Party than the Democratic Party, with 63.0% of employees identifying as members of the Republican Party. But those numbers could change quickly because the turnover rate at Creative Planning is relatively high. Employees at Creative Planning stay with the company for an average of 2.9 years before leaving.
Based in Minneapolis, MN, Creative Planning is a small finance company with only 50 employees and an annual revenue of $39.0M.

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The team at Creative Planning

  • The key people at Creative Planning is Meet Peter Mallouk.
Key people
Meet Peter Mallouk

Creative Planning rankings

Creative Planning is ranked #12 on the Best Finance companies to work for in Minnesota list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Creative Planning diversity

9.6
Diversity score
We calculated Creative Planning’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Creative Planning’s workforce.
Creative Planning diversity summary. Zippia estimates Creative Planning's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Creative Planning's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Creative Planning's workforce.
  • Creative Planning has 50 employees.
  • 46% of Creative Planning employees are women, while 54% are men.
  • The most common ethnicity at Creative Planning is White (65%).
  • 13% of Creative Planning employees are Hispanic or Latino.
  • 9% of Creative Planning employees are Asian.
  • The average employee at Creative Planning makes $65,613 per year.
  • Creative Planning employees are most likely to be members of the republican party.
  • Employees at Creative Planning stay with the company for 2.9 years on average.

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Creative Planning financial performance

8.9
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Creative Planning, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Creative Planning. The employee data is based on information from people who have self-reported their past or current employments at Creative Planning. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Creative Planning. The data presented on this page does not represent the view of Creative Planning and its employees or that of Zippia.

    Creative Planning may also be known as or be related to Creative Financial Advisers, Creative Financial Advisor Inc. and Creative Planning.