STEVE KUAN is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-02-02 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-08-27 | 2026-01-21 | — |