Ryan Swartz, MBA, CFP®, Managing Director

Ryan serves as a Managing Director with Creative Planning, Inc., working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.

Ryan is also a key member of the firm’s investment committee and serves on the investment policy committee. As Managing Director, he also oversees the Omaha, Nebraska regional office for the firm.

Ryan has been ranked as the #1 Financial Advisor in the state of Nebraska on Barron’s list of ‘Top Financial Advisors by State’ (2019*) and has been featured in Barron’s as one of the ‘Top 100 Independent Financial Advisors in America’ (2018*).  He was selected to the Midlands Business Journal 40 under 40 list (2015) recognized as one of the top entrepreneurs, executives, and business professionals under the age of 40 in the Greater Omaha, Sarpy County, and Council Bluffs region. Also, selected as one of Ingram’s Magazine’s “40 Under Forty” honorees (2013). The list recognizes the most accomplished business and civic minded community leaders in the Kansas City region under 40 years of age. Ryan is appointed and currently serves on the Board of Directors of Bethany College as well as the Bethany College Trust. He is also a member of the advisory committee for local non-profit Project Pink’d.

Ryan received a Bachelor of Arts degree in Business-Economics from Bethany College and graduated with a Master of Business Administration degree with a dual emphasis in Finance and International Business from Rockhurst University’s Helzberg School of Management. Ryan also holds the Certified Financial Planner™ designation.

Prior to joining Creative Planning, Ryan was an executive for a major national financial services firm as a Vice President within the Planning and Product Distribution Group where his duties included coaching advisors, developing financial plans for high-net-worth clients, shaping advanced financial concepts, training, and delivering presentations on various investment themes. Ryan attained a national leadership position over the years mentoring financial professionals and serving on the advisory council. Throughout his career, he has gained extensive experience in comprehensive wealth management and investments for high-net-worth clients.

(402) 343-2554

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*Disclosures on back page

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

 

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