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Inactive

Steve Kuan

Creative Planning

Overland Park, KS

Irvine, CA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-02
  • CA RA
    APPROVED
    Since 2026-02-02

Branch Locations

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

1 Park Plaza, Suite 700, Irvine, CA 92614 • 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
Raymond James & Associates, Inc. Los Angeles CA 12/2019 02/2020
Bny Mellon Newport Beach CA 07/2018 12/2019
Capital Group Irvine CA 05/2016 07/2018
Starbucks Azusa CA 04/2016 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 02/2020 01/2026
Bank Of America, N.A. Newport Beach CA 02/2020 01/2026
Creative Planning, Llc Irvine CA 01/2026 Present
  • 12/2019 → 02/2020
    Raymond James & Associates, Inc.
    Los Angeles, CA
  • 07/2018 → 12/2019
    Bny Mellon
    Newport Beach, CA
  • 05/2016 → 07/2018
    Capital Group
    Irvine, CA
  • 04/2016 → 12/2017
    Starbucks
    Azusa, CA
  • 02/2020 → 01/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newport Beach, CA
  • 02/2020 → 01/2026
    Bank Of America, N.A.
    Newport Beach, CA
  • 01/2026 → Present
    Creative Planning, Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-27
  • S66 Uniform Combined State Law Examination
    2020-08-27
Designations
Other Names
  • Steve Kuan
  • Steve Kuan

View on SEC IAPD

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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

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