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RIA / WealthAdvisorCertified Financial Planner26 years in industry

STACEY LEE VELEZ

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Walnut Creek, CA | Martinez, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 21, 2000
First registration: Sep 12, 2000
Dual registered: no
Other names: STACEY LEE POLLARD|STACEY LEE VELEZ|STACEY LEE SHANJANI
IAPD individual key: 4221059

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Oct 31, 2023	n/a	yes	Walnut Creek, CA\|OVERLAND PARK, KS\|Martinez, CA	Current employment
CIBC PRIVATE WEALTH ADVISORS, INC.	Bd affiliated wealth	Nov 20, 2017	Oct 31, 2023	no	Chicago, IL\|San Francisco, CA	Previous registration
GENEVA ADVISORS, LLC	Former SEC adviser	Jan 23, 2009	Sep 1, 2017	no	SAN FRANCISCO, CA\|CHICAGO, IL	Previous registration
ADVANCED EQUITIES, INC.	Former SEC adviser	Feb 13, 2008	Oct 29, 2008	no	SAN FRANCISCO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 12, 2000	Jan 9, 2008	no	WINNETKA, IL\|Winnetka, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CIBC PRIVATE WEALTH ADVISORS, INC.	CREATIVE PLANNING	Oct 31, 2023	Oct 31, 2023	0	Firm change	Ibd to RIA
GENEVA ADVISORS, LLC	CIBC PRIVATE WEALTH ADVISORS, INC.	Sep 1, 2017	Nov 20, 2017	80	Bulk transfer	Other
ADVANCED EQUITIES, INC.	GENEVA ADVISORS, LLC	Oct 29, 2008	Jan 23, 2009	86	Firm change	Other
CHARLES SCHWAB & CO., INC.	ADVANCED EQUITIES, INC.	Jan 9, 2008	Feb 13, 2008	35	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ CIBC PRIVATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 20, 2017 to Oct 31, 2023factForm ADV
→ GENEVA ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2009 to Sep 1, 2017factForm ADV
→ ADVANCED EQUITIES, INC.Registered adviserregistration: previous registration
Feb 13, 2008 to Oct 29, 2008factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 12, 2000 to Jan 9, 2008factForm ADV

Dated events

Occurred
Oct 31, 2023
Advisor changed firm
Stacey Lee Velez left Cibc Private Wealth Advisors, Inc. for Creative Planning (registered 2023-10-31)
Form ADVobserved 5 days ago