Ryan Charles Adams

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

• 05/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 09/2019 → 04/2021
  Ernst & Young, Llp
  Kansas City, MO
• 08/2014 → 05/2019
  Kansas State University
  Manhattan, KS
• 05/2019 → 08/2019
  Unemployed
  Council Grove, KS

Other Businesses

Pathway Financial Education; not investment related; Kansas City, MO; Board Member; Non-profit educational services; Start date 12/4/23. 4 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-15