Ryan Tray Svendson

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

• 08/2015 → 04/2017
  Oppenheimer & Co. Inc
  Seattle, WA
• 03/2023 → Present
  Creative Planning Llc
  Overland Park, KS
• 04/2017 → 10/2019
  Chaney Capital Management
  Lynnwood, WA
• 11/2019 → 10/2022
  Old Republic Title
  Everett, WA
• 10/2022 → 03/2023
  Unemployed
  Edmonds, WA

Previous Registrations

• 2017-04-13 → 2019-10-23
  Chaney Capital Management Inc.
  Lynnwood, WA
• 2015-08-10 → 2017-04-10
  Oppenheimer & Co. Inc.
  Bellevue, WA
• 2013-08-09 → 2015-08-26
  Morgan Stanley
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-09
• S63 Uniform Securities Agent State Law Examination
  2011-11-30

Designations

• Certified Financial Planner