James C Ryan
Advisor at Creativeone Wealth, LLC — Scappoose, OR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 65
Experience Industry experience
4 years
Location
Scappoose, OR 97056
Creativeone Wealth, LLC
Multi-team
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.
Based on Creativeone Wealth, LLC
Based on Creativeone Wealth, LLC
Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.
$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
Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.
Hourly rates for financial planning services disclosed in agreement and negotiable.
Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.
Scappoose, OR
52461 Columbia River Highway
Scappoose OR 97056
Advisors at this office
2
Oregon · Washington
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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