Samuel Arthur Stevens

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

• 06/2018 → 06/2019
  Horne Wealth Advisors Llc
  Ridgeland, MS
• 08/2017 → 05/2018
  Mississippi College
  Clinton, MS
• 06/2017 → 07/2017
  Trustmark National Bank
  Brandon, MS
• 09/2016 → 06/2017
  Mississippi College
  Clinton, MS
• 07/2019 → 06/2022
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-08-15 → 2022-08-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Ridgeland, MS
• 2018-09-11 → 2019-08-15
  Horne Wealth Advisors, Llc
  Ridgeland, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-11

Designations

• Certified Financial Planner

Other Names

• Samuel Stevens