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Katie Compton Stephenson

Creative Planning

Atlanta, GA

Memphis, TN

Overland Park, KS

Collierville, TN

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2023-08-29
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

3630 Peachtree Road Ne, Suite 300, Atlanta, GA 30326 • United States

1661 International Drive, Suite 202, Memphis, TN 38120 • United States

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

Collierville, TN • 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
Telarray, Llc Memphis TN 12/2013 02/2023
Creative Planning, Llc Memphis TN 03/2023 Present
  • 12/2013 → 02/2023
    Telarray, Llc
    Memphis, TN
  • 03/2023 → Present
    Creative Planning, Llc
    Memphis, TN
Previous Registrations
  • 2014-01-07 → 2023-03-09
    Telarray, Llc
    Memphis, TN
  • 2012-11-02 → 2013-11-27
    Southstate Securities Corp.
    Memphis (Shelby), TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-07
S66 Uniform Combined State Law Examination 2012-10-30
  • S65 Uniform Investment Adviser Law Examination
    2014-02-07
  • S66 Uniform Combined State Law Examination
    2012-10-30
Designations
Other Names
  • Katie Allison Compton

View on SEC IAPD

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