James C Ryan
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Creativeone Wealth, LLCJul 2023 to now
- Schultz Financial Services, IncJun 2021 to now
- U.S. BankJan 2020 to Jun 2021
- Whole Foods MarketSep 2019 to Dec 2019
- Edward JonesAug 2018 to Aug 2019
- UnemployedMay 2018 to Jul 2018
- St. Louis UniversityAug 2017 to May 2018
- Fernwood Cove Summer CampMay 2017 to Aug 2017
- St. Louis UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6990111
- Firm CRD
- 281213