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Steven Allen Pugh

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-04-01
  • KS RA
    APPROVED
    Since 2025-04-01

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
American Century Investment Services Inc. Kansas City MO 11/2004 02/2024
Edward Jones St Louis MO 05/2024 03/2025
Unemployed Kansas City MO 02/2024 05/2024
Creative Planning, Llc Overland Park KS 04/2025 Present
  • 11/2004 → 02/2024
    American Century Investment Services Inc.
    Kansas City, MO
  • 05/2024 → 03/2025
    Edward Jones
    St Louis, MO
  • 02/2024 → 05/2024
    Unemployed
    Kansas City, MO
  • 04/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
S63 Uniform Securities Agent State Law Examination 2010-07-27
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06
  • S63 Uniform Securities Agent State Law Examination
    2010-07-27
Designations
Other Names
  • Steven A Pugh
  • Steven Pugh
  • Steve Allen Pugh
  • Steve A Pugh
  • Steve Pugh
  • Steven Allen Pugh

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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