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Inactive

Stephanie Kay Goins

Creative Planning

Overland Park, KS

Lake Villa, IL

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-28
  • IL RA
    APPROVED
    Since 2025-04-28

Branch Locations

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

Lake Villa, IL • 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
Unemployed Lake Villa IL 01/2019 03/2019
Hsbc Arlington Heights IL 11/2004 12/2018
Edward Jones St Louis MO 04/2019 07/2019
Unemployed Lake Villa IL 07/2019 12/2019
Principal Life Insurance Company Lake Villa IL 12/2019 04/2025
Principal Securities, Inc., Lake Villa IL 12/2019 04/2025
Principal Advised Services Downers Grove IL 10/2022 04/2025
Creative Planning, Llc Overland Park KS 04/2025 Present
  • 01/2019 → 03/2019
    Unemployed
    Lake Villa, IL
  • 11/2004 → 12/2018
    Hsbc
    Arlington Heights, IL
  • 04/2019 → 07/2019
    Edward Jones
    St Louis, MO
  • 07/2019 → 12/2019
    Unemployed
    Lake Villa, IL
  • 12/2019 → 04/2025
    Principal Life Insurance Company
    Lake Villa, IL
  • 12/2019 → 04/2025
    Principal Securities, Inc.,
    Lake Villa, IL
  • 10/2022 → 04/2025
    Principal Advised Services
    Downers Grove, IL
  • 04/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
S63 Uniform Securities Agent State Law Examination 2003-05-23
  • S66 Uniform Combined State Law Examination
    2019-06-03
  • S63 Uniform Securities Agent State Law Examination
    2003-05-23
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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