Jessica Stegman

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

• 09/2025 → Present
  Creative Planning
  5454 W 110Th St, KS
• 04/2025 → 09/2025
  Homemaking / Externship
  Overland Park, KS
• 07/2024 → 04/2025
  Country Club Bank
  Kansas City, MO
• 03/2024 → 07/2024
  North American Savings Bank
  Kansas City, MO
• 01/2024 → 02/2024
  Homemaking
  Overland Park, KS
• 11/2015 → 12/2023
  Academy Bank
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-08

Designations

• Certified Financial Planner

Other Names

• Jessica Danielle Marks