Steven Chambers
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
10 years in the industry.
- Creative Planning, LLCFeb 2025 to now
- Willis Johnson & AssociatesJul 2021 to Feb 2025
- NrgJan 2021 to Jul 2021
- Direct EnergyJan 2019 to Jan 2021
- Infinite SolutionsJul 2018 to Jan 2019
- Ronald Blue TrustAug 2017 to Jul 2018
- Ronald Blue & CompanyOct 2016 to Aug 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6591224
- Firm CRD
- 105348