Stephanie Kay Goins
Investment adviser representative at Creative Planning
22 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
22 years in the industry.
- Creative Planning, LLCApr 2025 to now
- Principal Advised ServicesOct 2022 to Apr 2025
- Principal Life Insurance CompanyDec 2019 to Apr 2025
- Principal Securities, Inc.,Dec 2019 to Apr 2025
- UnemployedJul 2019 to Dec 2019
- Edward JonesApr 2019 to Jul 2019
- UnemployedJan 2019 to Mar 2019
- HSBCNov 2004 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4628735
- Firm CRD
- 105348