Daniel Eugene Shay

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

• 05/2013 → 08/2017
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 09/2017 → 03/2026
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 03/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-07-02 → 2026-03-13
  Stepp & Rothwell Inc
  Overland Park, KS
• 2012-08-31 → 2013-02-05
  Securian Financial Services, Inc.
  Overland Park, KS

Other Businesses

Johnson County Library Foundation; not investment related; 9875 W 87th Street, Overland Park, KS, 66212: Board Member & Finance Committee Member; Start 1/1/2026; 8 hours/month; 0 hours/month during securities trading hours; Review foundations financial statements.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-23

Designations

• Certified Financial Planner