Steven Dew
Investment adviser representative at Creative Planning
13 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 yearsFirm in business
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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
13 years in the industry.
- Creative Planning, LLCMar 2024 to now
- Stop Motion SenseiJul 2020 to now
- Dewvinci ProductionsOct 2016 to now
- State Farm Investment Management CorpJun 2023 to Feb 2024
- State Farm Vp Management Corp.Apr 2023 to Feb 2024
- Chris Sutherland Insurance AgencyFeb 2021 to Feb 2024
- Inter-state StudioAug 2018 to Jul 2020
- AchieveJan 2016 to May 2017
- Southern Illinois University CarbondaleAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, KS).
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
- 7727360
- Firm CRD
- 105348