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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 solves 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.

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.

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.

Ryan 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.

(402) 343-2554

ryan.swartz@creativeplanning.com

*Disclosures
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.

The Barron’s rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of “N” indicates the advisor was not ranked in the specified year.