James C Ryan

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2018 → 08/2019
  Edward Jones
  St Louis, MO
• 05/2017 → 08/2017
  Fernwood Cove Summer Camp
  Harrison, ME
• 08/2016 → 05/2017
  St. Louis University
  St. Louis, MO
• 08/2017 → 05/2018
  St. Louis University
  St. Louis, MO
• 05/2018 → 07/2018
  Unemployed
  Chicago, IL
• 01/2020 → 06/2021
  U.S. Bank
  Portland, OR
• 06/2021 → Present
  Schultz Financial Services, Inc
  Scappoose, OR
• 07/2023 → Present
  Creativeone Wealth
  Overland Park, KS
• 09/2019 → 12/2019
  Whole Foods Market
  Tigard, OR

Previous Registrations

• 2018-10-08 → 2019-07-24
  Edward Jones
  St Louis, MO
  St Louis, MO
  Maryland Heights, MO
  Beaverton, OR

Other Businesses

SCHULTZ FINANCIAL SERVICES, INC; SCAPPOOSE, OR; INVESTMENT RELATED; JUNIOR FINANCIAL PLANNER NOW OFFERING INVESTMENT ADVISORY SERVICES; START DATE 06/2021; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-01
• S66 Uniform Combined State Law Examination
  2018-10-04

Other Names

• James Connors Ryan