Creative Planning Welcomes Renowned Retirement Plan Expert Mike Rogers

Twenty-Year Industry Veteran Joins #1 Barron's-Ranked Independent Financial Advisor

Mar 16, 2016, 09:00 ET from Creative Planning

KANSAS CITY, Kan., March 16, 2016 /PRNewswire/ -- Creative Planning and its President and Chief Investment Officer Peter Mallouk today announced the hire of industry veteran Mike Rogers to help lead the 401(k) division of Creative Planning. Mallouk is currently the #1 ranked independent financial advisor in the country according to Barron's. In his new role, Rogers will join the leadership within Creative Planning's corporate retirement plan division.

"Mike Rogers is one of the most respected experts in the retirement consulting industry, and to have him join the 401(k) leadership of our firm is a major victory for Creative Planning," said Mallouk. "We pride ourselves on a comprehensive approach to wealth management, and Mike's deep background in the 401(k) space provides our clients with a strong partner in this critical area."

Rogers has 27 years of experience working in a variety of capacities for a registered investment advisory, third party administrator and recordkeeping firm specializing in retirement plans. Prior to joining Creative Planning, he served as Partner and Head of Pension Services at Burr Pilger Mayer. His expertise includes plan design, vendor optimization and solutions for addressing fiduciary liability concerns. He also has extensive experience in pension services, retirement plan consulting, 401(k) advisory work, investment committee activities, retirement plan committee charters, ERISA audits and IRS/DOL correction programs.

"Working with the top-ranked wealth management firm in the U.S. is a tremendous opportunity," said Rogers. "Creative Planning's breadth and scope of services are extremely valuable to companies looking to offer their employees comprehensive support in planning for retirement. Most importantly, Creative Planning is deeply committed to the fiduciary standard and removing all conflicts of interest."  

Rogers' professional designations include QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator), CPC (Certified Pension Consultant), QPFC (Qualified Pension Financial Consultant), AIF® (Accredited Investment Fiduciary), TGPC (Tax Exempt and Governmental Plan Consultant) and GFS™ (Global Fiduciary Strategist). He is an active member of the Western Pension Benefit Conference's Silicon Valley Committee and the American Society of Pension Professionals & Actuaries (ASPPA), as well as an instructor for the ASPPA, San Jose State University and University of California Extension benefit classes. Previously, he was a member of the Schwab SRT Technologies Advisory Board, Schwab TPA Advisory Board and Fidelity/IBG Advisory Board. Rogers holds a B.S. in Agricultural Economics with a concentration in Managerial Economics from the University of California at Davis.

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About Creative Planning

Creative Planning is a nationally recognized leader in the wealth management community focused on providing clients with customized investment plans and comprehensive wealth management services. For over 20 years, the Creative Planning team has been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. Peter Mallouk, the President and Chief Investment Officer of Creative Planning, has been named the #1 Independent Financial Advisor in America three years in a row by Barron's and Creative Planning was also named #1 U.S. Wealth Management Firm by CNBC. Creative Planning has more than $18 billion in assets under management with advisors in all 50 states. For more information, visit  


SOURCE Creative Planning