Steve Walsh

About Steve Walsh

Creative Planning provides comprehensive wealth management services including investment…

Experience

1. Private Wealth Manager

   Creative Planning

   Jan 2017 — Present

   Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth\\\\nManagement Firm in the United States on the only rankings the network ever released (20••••15)*.\\\\n\\\\nCreative Planning manages $90 billion in assets and clients in all 50 states and abroad, as of June 30, 2021.\\\\nSpecialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.\\\\n\\\\n*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 Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

• Indiana University Bloomington

  BS, Finance, Real Estate

Skills

• Series 63
• Result Oriented
• Sales Management
• Cold Calling
• Solution Selling
• Securities Regulation
• Trading
• Leadership Development
• Strategic Planning
• Sales
• Wealth Management Services
• Investments
• Cross-Functional Team Leadership
• Investment Management
• Sales Process
• Recruiting
• New Hire Training
• New Business Development
• Winning Teams
• Relationship Management
• Wealth Management
• Business Strategy
• Coaching
• Series 7
• Uniform Combined State Law
• Award Winner
• Portfolio Management
• Business Development
• Risk Management
• Finra
• Sales Compensation
• Team Building
• Leadership
• Team Leadership
• Business Relationship Management
• Executive Management
• Investment Advisory