Peter Alex Mallouk
Chief Executive Officer at Creative Planning LLC
Network origin in Peter Alex Mallouk first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Kansas
181
| College/University | Other Consumer Services | 181 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
84
| Holding Company | Investment Managers | 84 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Alex Mallouk via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| TVAX BIOM | Biotechnology | Founder | |
Hard Rock Hotel Holdings LLC
 Hard Rock Hotel Holdings LLC Hotels/Resorts/Cruise linesConsumer Services Hard Rock Hotel Holdings LLC operates as a holding company. The company operates entertainment resorts through its subsidiary Hard Rock Hotel and Casino. The company was founded on January 16, 2007 and is headquartered in Las Vegas, NV. | Hotels/Resorts/Cruise lines | Director/Board Member | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York College at New Paltz | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Gettysburg College | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Masters Business Admin | |
| University of California, Santa Barbara | College/University | Doctorate Degree Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
| Thompson McKinnon Securities, Inc. | Corporate Officer/Principal | ||
| Webster University | College/University | Graduate Degree | |
HealthJoy LLC
 HealthJoy LLC Packaged SoftwareTechnology Services HealthJoy LLC engages in the development of technology platform to provide healthcare services. Its product enables the patients to consult for medication and make healthcare decisions online; and also delivers medical results to patients. The company was founded by Justin Holland and Doug Morse-Schindler in 2014 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
| Harvard Business School Club of New York | Director/Board Member | ||
Albert Corp.
 Albert Corp. Packaged SoftwareTechnology Services Albert Corp. designs and develops a software for tracking finances as well as personalized recommendations aimed at increasing overall financial standing. The company was founded by Yinon Ravid and Andrzej Baraniak in 2015 and is headquartered in Culver City, CA. | Packaged Software | Director/Board Member | |
| BLEND LABS, INC. | Information Technology Services | Director/Board Member | |
Chime Financial, Inc.
 Chime Financial, Inc. Packaged SoftwareTechnology Services Chime Financial, Inc. engages in the design and development of a digital banking application. Its mobile app, Chime, provides online banking, fee-free overdraft, mobile banking, automatic savings, mobile payments, and security and control capabilities. The company was founded by Christopher R. Britt and Ryan King in 2013 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
SigFig Wealth Management LLC
 SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Investment Managers | Director/Board Member | |
Nueterra Capital Management LLC
 Nueterra Capital Management LLC Investment ManagersFinance Nueterra Capital Management LLC (Nueterra Capital) is a venture capital firm founded in 1997 by Daniel R. Tasset. The firm is headquartered in Leawood, Kansas. | Investment Managers | Chief Executive Officer |
Statistics
International
| United States | 47 |
| Canada | 2 |
Sectoral
| Consumer Services | 28 |
| Finance | 13 |
| Technology Services | 5 |
| Health Technology | 2 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 83 |
| Corporate Officer/Principal | 80 |
| Director/Board Member | 40 |
| Masters Business Admin | 27 |
Most connected contacts
| Insiders | |
|---|---|
| Ryan M. Sprott | 15 |
| Paul Stamas | 13 |
| Jeremy D. Tasset | 8 |
| Mike Peck | 7 |
| Sheng Chung Ling | 7 |
| Kerby Woo | 7 |
| Sara Peng | 7 |
| Michael Maddox | 7 |
| Kenneth Hillman | 7 |
| Andrew M. Kaboff | 6 |
| Todd Porch | 6 |
| Jason Young | 6 |
| Phil Attebery | 6 |
| Stephen T. Sigler | 6 |
| Brigid Jones-Mook | 6 |
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