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Kenneth A Steeves

Creative Planning

Overland Park, KS

Milford, CT

CRD 5035649

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-08
CT RA APPROVED 2012-03-27
  • TX RA
    APPROVED_RES
    Since 2019-02-08
  • CT RA
    APPROVED
    Since 2012-03-27

Branch Locations

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

472 Wheelers Farm Rd, Suite 101, Milford, CT 06461 • 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
Creative Planning Overland Park KS 03/2012 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-27
S63 Uniform Securities Agent State Law Examination 2006-10-05
  • S66 Uniform Combined State Law Examination
    2007-09-27
  • S63 Uniform Securities Agent State Law Examination
    2006-10-05
Other Names
  • Kenneth A Steeves

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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