Steven Dew

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

• 02/2021 → 02/2024
  Chris Sutherland Insurance Agency
  Colorado Springs, CO
• 03/2019 → 07/2020
  Inter-State Studio
  Colorado Springs, CO
• 08/2018 → 03/2019
  Inter-State Studio
  Colorado Springs, CO
• 10/2016 → Present
  Dewvinci Productions
  Bloomington, IL
• 01/2016 → 05/2017
  Achieve
  Carbondale, IL
• 08/2013 → 05/2017
  Southern Illinois University Carbondale
  Carbondale, IL
• 04/2023 → 02/2024
  State Farm Vp Management Corp.
  Colorado Springs, CO
• 06/2023 → 02/2024
  State Farm Investment Management Corp
  Colorado Springs, CO
• 03/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 07/2020 → Present
  Stop Motion Sensei
  Colorado Springs, CO

Previous Registrations

• 2023-06-27 → 2024-02-22
  State Farm Investment Management Corp.
  Colorado Springs, CO

Other Businesses

DewVinci Producitons; non-investment: Downs, IL; Photography & Videography; Owner/Director; 10/1/2016; Sole Proprietorship; 1 hour per month/0 hours during trading. Stop Motion Sensei, LLC; non-investment; Colorado Springs, CO; Online stop motion animation courses and e-commerce; Owner/Director; 7/8/2020; 8 hours per month/0 hours during trading; Duties are writing, filming, and video editing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-20