Stefanie Marie Williams 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 | 2021-12-19 | present | Yes |
| LOCKTON INVESTMENT ADVISORS, LLC | 2020-08-28 | 2022-04-11 | — |