Stephanie Aaron Trentham

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

• 06/2014 → 12/2017
  Advisors Capital Management, Llc
  Hasbrouck Heights, NJ
• 05/2016 → 12/2016
  Dominion Investor Services, Inc.
  Horseshoe Bay, TX
• 01/2018 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2014-09-26 → 2018-02-16
  Advisors Capital Management, Llc
  Ridgewood, NJ
• 2012-08-10 → 2014-06-04
  Curian Capital, Llc
  Franklin, TN
  Denver, CO
• 2011-03-28 → 2011-09-15
  Ameriprise Financial Services, Llc
  Renton, WA

Exams

• S66 Uniform Combined State Law Examination
  2011-02-14

Designations

• Certified Financial Planner

Other Names

• Stephanie Kaminsky
• Stephanie Aaron Kaminsky