Steve Kuan
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Bank of America, N.A.Feb 2020 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Jan 2026
- Raymond James & Associates, Inc.Dec 2019 to Feb 2020
- BNY MellonJul 2018 to Dec 2019
- Capital GroupMay 2016 to Jul 2018
- StarbucksApr 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6659147
- Firm CRD
- 105348