Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
13yrs
Stephen Hickman is a fiduciary financial advisor in Portland, Oregon, with 13 years in the industry. After 12 years at Fisher Investments, Stephen joined Creative Planning in 2026, a firm offering financial planning, investment management, and private fund management. Stephen holds the CFP® designation.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 55% of advisors at Creative Planning
OfficePortland, OR
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 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowCreative PlanningCurrent firm
- 2013 – 2026Fisher InvestmentsPreviously
Questions to ask Stephen
Tailored to Stephen’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Creative Planning at (866) 909-5148 and ask for Stephen Hickman. Stephen works from the Portland, OR office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2013, about 13 years. More experience than 55% of advisors at Creative Planning.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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