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James C Ryan

Advisor at Creativeone Wealth, LLC — Scappoose, OR

Updated today

Credentials

Series 66, Series 65

Experience

4 years

Location

Scappoose, OR 97056

Creativeone Wealth, LLC logo

Creativeone Wealth, LLC

Multi-team

Total advisors

216

Across 137 offices

Clients per advisor

102 Very High

Avg AUM per client

$264,766 Very Low

HNW client ratio

8% Low

About

James Ryan is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at U.S. Bank and Edward Jones. Ryan is also involved with Schultz Financial Services, Inc., where he offers investment advisory services as a junior financial planner. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and options strategies.

Client services

Based on Creativeone Wealth, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Sub adviser services

Expertise

Based on Creativeone Wealth, LLC

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Creativeone Wealth, LLC

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.

Percentage

$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions

Commissions

Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.

Project-based

Hourly rates for financial planning services disclosed in agreement and negotiable.

Other

Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.

Location

See office

Scappoose, OR

52461 Columbia River Highway

Scappoose OR 97056

Advisors at this office

2

Most active in

Oregon · Washington

Work history

4 years of industry experience

CreativeOne Wealth

2023 - Present • 3 years

Overland Park, KS

Schultz Financial Services, Inc.

2021 - Present • 5 years

Scappoose, OR

U.S. Bank

2020 - 2021 • 1 year

Portland, OR

Whole foods market

2019 - 2019 • 1 year

Tigard, OR

Edward Jones

2018 - 2019 • 1 year

St Louis, MO

UnEMPLOYED

2018 - 2018 • 1 year

Chicago, IL

St. Louis University

2017 - 2018 • 1 year

St. Louis, MO

Fernwood Cove Summer Camp

2017 - 2017 • 1 year

Harrison, ME

St. Louis University

2016 - 2017 • 1 year

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Andrew K

Series 66

Scappoose, OR

Columbia Wealth Advisors LLC

Andrew Kangas is the owner and sole advisor at Columbia Wealth Advisors LLC in Scappoose, Oregon, holding a Series 66 designation with 10 years of industry experience. He previously worked at KMS Financial Services, Inc. from 2015 to 2017 and has been with Columbia Wealth Advisors and Realta Equities, Inc. since 2017. Outside of his financial advisory work, Andrew is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based investment adviser serving individuals, families, businesses, and nonprofit clients. The firm combines fundamental and technical analysis with asset allocation and cyclical analysis to manage discretionary investment accounts and coordinates with other professionals for estate planning and tax matters.

General estate planning guidance
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Aaron S

Series 65

Vancouver, WA

Comus Investment, LLC

Aaron Saunders is a financial advisor at Comus Investment, LLC in Vancouver, Washington, holding a Series 65 designation with nine years of industry experience. He has been with Comus Investment since 2016 and previously worked at United Parcel Service from 2015 to 2018. Comus Investment provides discretionary portfolio management focused exclusively on publicly traded equities for individual and institutional clients. The firm employs a deep-value, concentrated approach targeting foreign small- and micro-cap companies, avoids derivatives and leverage, and uses foreign currency conversions to facilitate international equity purchases.

Passive / index investing Private / alternative investments HENRY (High Earners, Not Rich Yet)
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Vivian C

CFA®

Vancouver, WA

Marram Investment Management, LLC

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Active portfolio management Options & derivatives strategies Concentrated stock management
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