linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Douglas Ollar

Creative Financial Designs, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Douglas Ollar

Ryan Ollar is an investment advisor representative with Creative Financial Designs, Inc. Ryan has been in the industry since 2021 and holds the Series 7TO, SIE and Series 63 securities licenses. Ryan also has passed the Series 65 exam, qualifying them to offer investment advisory services. Ryan has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Ryan offers a range of services including financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Ryan Ollar is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Ollar’s Registration & Firm History

IN

08/09/2023 - Present

Creative Financial Designs, Inc. (Mishawaka IN)

IN

11/01/2022 - 08/02/2023

LPL FINANCIAL LLC (SOUTH BEND IN)

IN

01/06/2021 - 10/31/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MISHAWAKA IN)

Not sure if Ryan Douglas Ollar is right for you?

Licenses & Designations

IA

Issued 01/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/06/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Douglas Ollar.
Not sure if Ryan Douglas Ollar is right for you?