Steven Lee Harvey

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 03/2024
  Ml & R Wealth Management, Llc
  Austin, TX
• 01/2003 → 03/2024
  Maxwell Locke & Ritter Llp
  Austin, TX
• 04/2024 → Present
  Creative Planning, Llc
  Austin, TX

Previous Registrations

• 2002-04-05 → 2024-05-29
  Ml&R Wealth Management Llc
  Austin, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-03

Designations

• Certified Financial Planner