Ryan Shaughnessy
Ryan Shaughnessy is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Omaha, NE, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
13520 California Street, Suite 200, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is an insurance producer with Trinity Financial Group since April 2022, selling life, disability, and long-term care insurance and annuities. This takes about 10% of his time, with half of that time occurring during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Guide Rock Capital Management, INC.
LPL Financial LLC
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
MML Investors Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.