Ryan Douglas Ollar
Investment adviser representative at Creative Financial Designs, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Camp Wealth ManagementJan 2025 to now
- Cfd Investments, Inc.Jan 2025 to now
- Creative Financial Designs, Inc.Aug 2023 to now
- Camp Wealth ManagementAug 2023 to Dec 2024
- Cfd InvestmentsAug 2023 to Dec 2024
- LPL Financial LLCOct 2022 to Jul 2023
- Notre Dame Credit UnionOct 2022 to Jul 2023
- Northwestern Mutual Wealth Management CompanyMay 2021 to Oct 2022
- Northwestern Mutual Investment Services LLCJan 2021 to May 2021
- Northwestern Mutual Life Insurance CompanyOct 2020 to Jan 2021
- Costco WholesaleJun 2007 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Creative Financial Designs, Inc.
$2.9BAssets managed
10,566Clients
159Advisers
25 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
- 7288870
- Firm CRD
- 109032