Gary Michael Stevens
Investment adviser representative at Creative Planning
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Lockton Companies, LLCApr 2017 to Dec 2021
- Lockton Financial Advisors, LLCApr 2017 to Dec 2021
- Lockton Investment AdvisorsApr 2017 to Dec 2021
- Bank of America, N.A.Jan 2017 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Mar 2017
- T. Rowe Price Investment Services, Inc.Feb 2010 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (DC).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4379805
- Firm CRD
- 105348