Become A Client
Request a Meeting
Sorry, no posts matched your criteria.

Ken Steeves

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, 2021 and 2022*) and was a Five Star Wealth Manager award recipient 2016-2022*. 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.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Get Your FREE Wealth Path Analysis!
Act Now — your exclusive offer to receive a customized road map for building your wealth ends Monday at midnight.

Serving Clients Nationwide

U

Please Enter Valid Zip Code

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021