TrueAdvisor
TrueAdvisor
RS
CFP
RS
CFP

Ryan Shaughnessy

Creativeone Wealth, LLC
19 Years of Experience
Omaha, NE
Sells Insurance
View SEC Summary
View SEC Summary

Ryan Shaughnessy is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Omaha, NE, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13520 California Street, Suite 200, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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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
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Guide Rock Capital Management, INC.
April 2015 - March 2022 · 6 yrs 11 mos
LPL Financial LLC
May 2014 - April 2015 · 11 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
October 2013 - May 2014 · 7 mos
MML Investors Services, LLC
April 2007 - October 2013 · 6 yrs 6 mos
State Registrations1 state
NE
Advisor

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.

Exams
No exam information available for this advisor.
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