STEVEN CHARLES MERRELL is an investment adviser representative (IAR) with state registration records since 2007, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-04-04 | present | Yes |
| MONTEREY PRIVATE WEALTH, INC. | 2007-04-04 | 2025-06-20 | — |