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Stacey Lee Velez

Creative Planning

Walnut Creek, CA

Overland Park, KS

Martinez, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2023-10-31
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-10-31

Branch Locations

1331 N. California Boulevard, Suite 100, Walnut Creek, CA 94596 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Martinez, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneva Investment Management Of Chicago, Llc Chicago IL 01/2009 09/2019
Cibc Private Wealth Advisors San Francisco CA 09/2019 10/2023
Creative Planning, Llc Overland Park KS 10/2023 Present
  • 01/2009 → 09/2019
    Geneva Investment Management Of Chicago, Llc
    Chicago, IL
  • 09/2019 → 10/2023
    Cibc Private Wealth Advisors
    San Francisco, CA
  • 10/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2017-11-20 → 2023-10-31
    Cibc Private Wealth Advisors, Inc.
    Chicago, IL
    San Francisco, CA
  • 2009-01-23 → 2017-09-01
    Geneva Advisors, Llc
    San Francisco, CA
    Chicago, IL
  • 2008-02-13 → 2008-10-29
    Advanced Equities, Inc.
    San Francisco, CA
  • 2000-09-12 → 2008-01-09
    Charles Schwab & Co., Inc.
    Winnetka, IL
    Winnetka, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-21
  • S66 Uniform Combined State Law Examination
    2000-08-21
Designations
Other Names
  • Stacey Lee Pollard
  • Stacey Lee Velez
  • Stacey Lee Shanjani

View on SEC IAPD

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