Ryan
Shaughnessy
Creativeone Wealth, LLC
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About this Advisor
Ryan Shaughnessy is a certified financial planner based out of Omaha, Nebraska who has 1 year of relevant experience. Shaughnessy is currently employed by Creativeone Wealth, LLC. During their career, the advisor has held roles at Bank Of The West, Bancwest Investment Services, Sac Federal Credit Union, Lpl Financial, Changepath, LLC, Trinity Financial Group, Guide Rock Capital Management, Inc and Mml Investors Services, Inc. Shaughnessy holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Creativeone Wealth, LLC is a registered investment company based in Leawood, KS. It has offices in 108 locations and a total of 169 employees. It oversees $3 billion in assets across its 19,806 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 customer accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. Creativeone Wealth, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules largely depend on which service is provided. Fee types billed by Creativeone Wealth, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Ryan Shaughnessy Work History
Ryan has been registered as a financial advisor for 1 years.*
Changepath, LLC
Trinity Financial Group
Guide Rock Capital Management, Inc
Sac Federal Credit Union
Lpl Financial
Bank Of The West
Bancwest Investment Services
Mml Investors Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Shaughnessy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Wealth, LLC
Leawood, KS
Scappoose, OR
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Fort Scott, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
