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Anpu Lau Stephens

Creative Planning

Overland Park, KS

Sudbury, MA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-04-24
  • MA RA
    APPROVED
    Since 2022-04-24

Branch Locations

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

Sudbury, MA • 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
Tiaa Waltham MA 07/2016 03/2022
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 07/2016 03/2022
Creative Planning, Llc Overland Park KS 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-23
S63 Uniform Securities Agent State Law Examination 2007-01-16
  • S66 Uniform Combined State Law Examination
    2016-08-23
  • S63 Uniform Securities Agent State Law Examination
    2007-01-16
Designations
Other Names
  • Anpu Lau
  • Anpu Stephens

View on SEC IAPD

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