Steven Samuel Sansone

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

• 10/2018 → 03/2022
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 05/2005 → 06/2022
  Kplans Investment Services
  Valencia, CA
• 03/2022 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-01-28 → 2022-03-16
  World Investment Advisors, Llc
  Valencia, CA
  Castaic, CA

Other Businesses

Rental Property; Investment Related; 23353 Pike Place, Valencia, CA 91355; Owner; Start date 10/2018; # of hours/month - 1; # of hours/month during trading hours - 0; Collect rent, pay bills Rental Property; Investment Related; 3133 Saginaw Bay Drive, Naples, FL 34119; Owner; Start date 5/2014; # of hours/month - 0; # of hours/month during trading hours - 0 Se Vende Uno, LLC; Investment Related; 6565 S. Dayton St., Suite 3000, Greenwood Village, CO 80111; Member of LLC; Start date 7/2003; # of hours/month - 0; # of hours/month during trading hours - 0; This is a Real Estate Investment through Membership in the LLC. Se Vende Dos, LLC; Investment Related; 6565 S. Dayton St., Suite 3000, Greenwood Village, CO 80111; Member of LLC; Start date 10/2005; # of hours/month - 0; # of hours/month during trading hours - 0; This is a Real Estate Investment through Membership in the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-26
• S63 Uniform Securities Agent State Law Examination
  2004-03-26