Stephen T. Church
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephen Ted Church, who also goes by Steve Church, was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 1992. Stephen had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 23, 2004 - May 4, 2017
CREATIVE PLANNING CONCEPTS, LLC
August 27, 1997 - June 18, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 7, 1995 - September 2, 1997
VOYA FINANCIAL ADVISORS, INC.
March 30, 1993 - December 13, 1995
OSAIC FS, INC.
November 9, 1992 - April 7, 1993
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CREATIVE PLANNING CONCEPTS, LLC
CRD#: 115954 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
