Ryan K Swartz

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2004-07-29 → 2011-10-26
  Strategic Advisers Llc
  Overland Park, KS

Other Businesses

Good Life Ventures, LLC; Investment Related; Omaha, NE; Managing Member of real estate entity; Start date 05/2015; approx 10 hrs per month devoted to the business each month, none during trading hours. CKS Farms, LLC; Investment Related; Omaha, NE; Managing Member of Farm Land lease; Start date 10/2019; approx 2 hrs per month devoted to the business each month, none during trading hours. High Life Holdings, LLC; Non-Investment Related; Omaha, NE; Minority Owner of bar and grill restaurant; Start date 07/2021; 0 hours per month, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17
• S63 Uniform Securities Agent State Law Examination
  2001-05-17

Designations

• Certified Financial Planner