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James C Ryan

Creativeone Wealth, LLC

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About James C Ryan

James Ryan is a financial advisor at Creativeone Wealth, LLC. James has been in the industry since 2018 and is registered to provide investment advice in Oregon and Washington. James holds the Series 66, Series 65, Series 7 and SIE securities licenses and is also a Junior Financial Planner. James has experience working with individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, and corporations or other businesses. James's specialties include financial planning, portfolio management, education seminars, and selection of other advisors.

Firm Information

James Ryan is currently registered with Creativeone Wealth, LLC. Creativeone Wealth, LLC is an independent registered investment advisor (RIA) based in Overland Park, Kansas. The firm provides financial planning, portfolio management, and sub-adviser services to individuals, families, corporations, and other entities. Creativeone Wealth, LLC manages over $3.4 billion in assets for a client base of over 21,000. They also conduct educational seminars and publish periodicals.
Creativeone Wealth, LLC

6330 SPRINT PKWY

OVERLAND PARK, KS 66211

$3.43B

Assets Under Management

30

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub adviser services

Sub adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees/solicitor fees

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James Ryan’s Registration & Firm History

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08/08/2023 - Present

Creativeone Wealth, LLC (Scappoose OR)

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09/13/2018 - 07/24/2019

EDWARD JONES (BEAVERTON OR)

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Licenses & Designations

IA

Issued 10/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James C Ryan.
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