Richard Landis Stewart
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCJul 2024 to now
- IqviaApr 2023 to Jul 2024
- S&g Washing and ServicesMay 2022 to Oct 2022
- Nicklaus Golf CourseMay 2021 to Aug 2021
- Door DashDec 2019 to Jul 2024
- Lifetime FitnessMay 2018 to Nov 2019
- Blue Valley North High SchoolAug 2016 to May 2020
- UnemployedJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8037960
- Firm CRD
- 105348