Ken Steeves

Partner and Managing Director

Ken serves as a Partner and Managing Director of Creative Planning, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. He will work with you personally to understand your needs and provide you with a customized plan to achieve your goals. Ken is also a member of the firm’s investment committee.

Prior to joining Creative Planning, Ken worked as a Vice President, Senior Account Executive for Fidelity Investments. While there he worked with individual clients assisting them with their financial needs. He was recognized with Fidelity Investments’ prestigious President’s Circle award, which is Fidelity Personal Investing’s highest form of recognition and is awarded to the top performing associates in client relationship and support roles. Ken was listed among the top financial advisors in the state of Connecticut on Barron’s list of ‘Top Financial Advisors by State’ (2019, 2020 and 2021*) and was a Five Star Wealth Manager award recipient 2016-2021*.

Ken received a Bachelor of Science degree in Business from Eastern Connecticut State University.

Ken is married to Katheryn and they have three sons, Tripp, Mason and Daxton. He enjoys activities such as playing basketball, softball, golf and spending time with his family and friends.

(203) 450-7206
[email protected]

*Disclosures Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE The Top 1,200 are drawn from all 50 states, plus the District of Columbia. It includes a cross section of private-wealth advisors, from independents who own and operate their own practices to advisors from the large Wall Street firms.

The report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Five Star Professional’s (“Five Star”) wealth manager award is intended to recognize local wealth managers that promote professional excellence. Five Star identifies pre-qualified candidates by collecting nominations and verifying validity. Award candidates that do not pass Five Star’s regulatory and consumer complaint review process are removed from consideration. Award candidates who wish to be ranked complete an evaluation form. Five Star’s evaluation criteria may include, but is not limited to: client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, client households served, and education and professional designations.