Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
14yrs
Daniel Eugene Shay
Financial advisor at Creative Planning
Based in Overland Park, Kansas, Daniel Eugene Shay is a fiduciary financial advisor with 14 years of industry experience. Daniel joined Creative Planning in 2026, after eight years at Stepp & Rothwell and less than a year at Securian Financial Services. Daniel holds the CFP® designation.
One of 2512 advisors with offices in Overland Park, and one of 2253 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 59% of advisors at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowCreative PlanningCurrent firm
- 2018 – 2026Stepp & Rothwell Inc.Previously
- Aug 2012 – Feb 2013Securian Financial Services, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Creative Planning at (866) 909-5148 and ask for Daniel Eugene Shay. Daniel works from the Overland Park, KS office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 59% of advisors at Creative Planning.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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