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Stephen Patrick Hickman

Creative Planning

Portland, OR

Overland Park, KS

CRD 6270121

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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
OR RA APPROVED 2026-02-12
  • OR RA
    APPROVED
    Since 2026-02-12

Branch Locations

Portland, OR • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Fisher Investments Camas WA 10/2009 02/2026
Creative Planning, Llc Overland Park KS 02/2026 Present
  • 10/2009 → 02/2026
    Camas, WA
  • 02/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-20
  • S65 Uniform Investment Adviser Law Examination
    2013-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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