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Madison Stevens Email & Phone Number

Associate Financial Planner at Creative Planning, LLC at Creative Planning
Location: Overland Park, Kansas, United States 12 work roles 2 schools
1 work email found @ku.edu LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Current company
Role
Associate Financial Planner at Creative Planning, LLC
Location
Overland Park, Kansas, United States
Company size

Who is Madison Stevens? Overview

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Quick answer

Madison Stevens is listed as Associate Financial Planner at Creative Planning, LLC at Creative Planning, a with 631 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at ku.edu and a matched LinkedIn profile for Madison Stevens.

Madison Stevens previously worked as Associate Financial Planner at Creative Planning and FIN 425: Futures and Options Teaching Assistant at The University Of Kansas School Of Business. Madison Stevens holds Bachelor'S Degree, Finance, General from The University Of Kansas.

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{first_initial}{last}@ku.edu
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Profile bio

About Madison Stevens

Madison Stevens is an Associate Financial Planner at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Current workplace

Madison Stevens's current company

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Creative Planning
Creative Planning
Associate Financial Planner at Creative Planning, LLC
overland park, kansas, united states
Employees
631
AeroLeads page
12 roles

Madison Stevens work experience

A career timeline built from the work history available for this profile.

Associate Financial Planner

Current

Overland Park, Kansas, United States

Jun 2024 - Present

Fin 425: Futures And Options Teaching Assistant

Lawrence, Kansas, United States

In my role as a FIN 425: Futures and Options Teaching Assistant, I leverage my passion for finance to guide students through the intricacies of financial derivatives. Committed to fostering an interactive and supportive learning environment, I help students develop a solid understanding of futures and options strategies.

Jan 2024 - May 2024

Bus 210: Career Mangement And Planning Peer Mentor

Lawrence, Kansas, United States

As a Peer Mentor for BUS 210, I successfully guided 45 students to professional success through personalized feedback and meaningful connections to career resources. I provided valuable advice on resume building, networking, and professional etiquette. Collaborating closely with the Senior Career Advisor, we efficiently graded 600+ assignments, provided advice, and contributed to the program's continuous improvement.

Aug 2023 - May 2024

Career Forward Certificate Mentor

Lawrence, Kansas, United States

As a Mentor for the Career Forward Certificate program, I provided invaluable guidance and support to fellow participants on their career development journey. Drawing upon my own experiences and expertise, I offered mentorship and practical advice to help students navigate challenges, explore career options, and develop essential skills for professional success. I fostered a positive and inclusive learning environment, facilitating group discussions, conducting one-on-one mentoring sessions, and delivering workshops on various career-related topics. Through my role as a Peer Mentor, I demonstrated strong leadership, empathy, and a genuine commitment to empowering others in their pursuit of meaningful careers.

Dec 2022 - Apr 2024

Women In Finance Club Treasurer

Lawrence, Kansas, United States

As Treasurer of the Women in Finance Club (WiF), I effectively managed the organization's financial operations and resources. My key responsibilities encompassed budgeting, financial planning, and meticulous expense tracking to guarantee the club's financial stability and foster its growth. Collaborating seamlessly with fellow club officers, I played an integral role in allocating funds for various impactful initiatives, including events, workshops, and engaging guest speaker engagements.

Dec 2022 - Dec 2023

Women’S Business Club Event Planner

Lawrence, Kansas, United States

As an Event Planner for the Women's Business Club, I was pivotal in coordinating and delivering dynamic events that empowered and championed women in the business realm. With meticulous attention to detail and an unwavering dedication to crafting unforgettable experiences, I curated and executed various engaging programs, encompassing workshops, networking sessions, and enlightening panel discussions. By orchestrating successful events that facilitated knowledge exchange, fostered valuable connections, and facilitated professional growth, I actively contributed to the club's mission of supporting women in attaining their career aspirations.

Dec 2022 - Dec 2023

Resident Assistant

Lawrence, Kansas, United States

Managed 94 undergraduate residents and worked as a team to accommodate 700+ ethnically diverse students at Stouffer Place Apartments to achieve a positive living environment for all residents. Utilized organizational and public speaking skills to present 9 hall programs and maintain bulletin boards with accurate and useful information to ensure residents are educated about on-campus resources. Effectuated approximately 150 hours of duty a semester to monitor students’ welfare by deescalating crisis situations and counseling students on personal and academic issues to preserve life and safety.

Aug 2022 - May 2024

Front Desk Assistant

Lawrence, Kansas, United States

As a Desk Assistant, I delivered top-notch administrative support and ensured seamless operations in an office environment. Leveraging my exceptional organizational skills and meticulous attention to detail; I managed various tasks to streamline workflows and enhance productivity. With a professional and welcoming demeanor, I skillfully assisted students and effectively executed general office duties. By leveraging my strong communication and problem-solving abilities, I promptly resolved inquiries and provided timely assistance, actively contributing to a positive and thriving work atmosphere.

Sep 2022 - Dec 2023

Investor Relations Executive Intern

Singapore, Singapore

Organized an expert-led Climate Saloon to educate investors and innovators on the intersection of climate finance solutions, blockchain, and Web3 leading to a 25% increase in attendees from previous Saloons in Dubai. Participated in 15+ hours of conferences, forums, and networking socials over 6 different events to stay updated on ESG trends and practices and to share insights and experiences with other professionals in the field. Presided over a database of 150 impact investors and carbon credit projects to promote a new sustainability launchpad aiming to make it financially viable for companies to reduce their carbon footprint through blockchain.

Jun 2023 - Aug 2023

Financial Analyst Intern

Riverside, Missouri, United States

Improved and developed detailed Excel spreadsheets on company key performance indicators, model forecasting, asset management, and valuation, resulting in high software proficiency. Collaborated with a 10-member cross-functional (engineers, continuous improvement, information technology, human resources, quality) team to assist with the launch of 15 product prototypes on a 4-week time constraint. Applied 6 software programs to purchase supplies, oversee payroll and bonus payments, maintain updated employee information, and disperse financial data to internal departments, thus improving administrative support systems.

Mar 2022 - Jul 2022

Bank Teller

Garnett, Kansas, United States

Provided banking services between 2 branches to approximately 60 customers an hour while reconciling all cash drawers and resolving discrepancies to uphold ethical banking practices. Answered 30+ telephone inquiries daily on products, including online banking, checking accounts, saving accounts, loans, certificates of deposit, and lines of credit, demonstrating effective communication with self-assurance and poise. Upheld, built, and strengthened customer relationships by translating complex banking information into common terms to achieve a mutual understanding.

May 2021 - Jan 2022
Team & coworkers

Colleagues at Creative Planning

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2 education records

Madison Stevens education

Bachelor'S Degree, Finance, General

Activities and Societies: Jack Lockton Certificate in Insurance and Risk Management University of Kansas Honors Program Jack Dicus.

FAQ

Frequently asked questions about Madison Stevens

Quick answers generated from the profile data available on this page.

What company does Madison Stevens work for?

Madison Stevens works for Creative Planning.

What is Madison Stevens's role at Creative Planning?

Madison Stevens is listed as Associate Financial Planner at Creative Planning, LLC at Creative Planning.

What is Madison Stevens's email address?

AeroLeads has found 1 work email signal at @ku.edu for Madison Stevens at Creative Planning.

Where is Madison Stevens based?

Madison Stevens is based in Overland Park, Kansas, United States while working with Creative Planning.

What companies has Madison Stevens worked for?

Madison Stevens has worked for Creative Planning, The University Of Kansas School Of Business, The University Of Kansas, Enjinstarter, and Adient.

Who are Madison Stevens's colleagues at Creative Planning?

Madison Stevens's colleagues at Creative Planning include Anna Hayes, Cyndi Bishop, Cpa, Jessica Wilson, Norm Caldwell, Aif®, and Pam Raffaele.

How can I contact Madison Stevens?

You can use AeroLeads to view verified contact signals for Madison Stevens at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Madison Stevens attend?

Madison Stevens holds Bachelor'S Degree, Finance, General from The University Of Kansas.

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