Ryan Keaveney

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

• 08/2025 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 01/2024 → 05/2024
  Quinnipiac University
  Hamden, CT
• 09/2023 → 11/2023
  Monte Financial Group Llc
  Guilford, CT
• 05/2023 → 07/2023
  At&T
  Dallas, TX
• 05/2022 → 08/2022
  At&T
  Bedminster, NJ
• 12/2020 → 02/2022
  Atlantic Health System
  Pequannock, NJ
• 08/2024 → Present
  Harbor Asset Private Wealth
  Overland Park, KS
• 08/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 09/2016 → 05/2020
  Don Bosco Preparatory High School
  Ramsey, NJ
• 08/2020 → 05/2024
  Quinnipiac University
  Hamden, CT
• 01/2019 → 07/2020
  Boys & Girls Club Of America
  Pequannock, NJ

Other Businesses

1.) Harbor Asset Private Wealth; investment related; 12-15 Perkley Lane Riverside, CT 06878; Wealth Management Firm; Client Service Associate; 08/2024; 240 hrs/mo; 130 hrs/mo; Schedule and prepare for client meetings 2.) CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; IAR; 08/2025; 240 hrs/mo; 130 hrs/mo; Advisory clerical operations for Harbor Asset Private Wealth 3.) St. Agnes Food Pantry; not investment related; 65 Union Ave Little Falls Township, NJ 07424; Non-Profit Food Pantry; Volunteer; 11/2016; 5 hrs/mo; 0 hrs/mo; Setting up and distributing food

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-13
• S65 Uniform Investment Adviser Law Examination
  2025-06-14