Steven Chambers

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

• 12/2015 → 10/2016
  Mercer Global Advisors
  Sugar Land, TX
• 10/2016 → 08/2017
  Ronald Blue & Company
  Houston, TX
• 08/2017 → 07/2018
  Ronald Blue Trust
  Houston, TX
• 07/2018 → 01/2019
  Infinite Solutions
  Houston, TX
• 01/2019 → 01/2021
  Direct Energy
  Houston, TX
• 01/2021 → 07/2021
  Nrg
  Houston, TX
• 07/2021 → 01/2024
  Willis Johnson & Associates
  Houston, TX
• 01/2024 → 02/2025
  Willis Johnson & Associates
  Houston, TX
• 02/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-08-09 → 2025-02-24
  Willis Johnson Wealth
  Houston, TX
• 2016-10-10 → 2017-08-01
  Ronald Blue & Co., Llc
  Houston, TX
• 2016-03-19 → 2016-10-06
  Mercer Global Advisors Inc.
  Sugar Land, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Steven Chambers
• Steven Harish Chambers