Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Swartz is a financial advisor with Creative Planning. Ryan has been in the financial industry for 19 years and has worked with clients throughout the country. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has a wide range of experience in financial planning, investment management, and retirement planning. Ryan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Ryan has also held positions with Fidelity Brokerage Services LLC and American Century Investment Services Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
01/22/2004 - 10/25/2011
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
MO
04/05/2001 - 12/02/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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