Home > Ryan Swartz, MBA, CFP®

Ryan Swartz, MBA, CFP®

Managing Director, Partner

Ryan serves as a Partner and Managing Director of Creative Planning 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 a member of the firm’s investment committee and as Managing Director, he oversees the Omaha, Nebraska regional office for the firm.

Ryan has been ranked the #1 Financial Advisor in the state of Nebraska on Barron’s list of ‘Top Advisors by State’ (2019*). He also has been featured in consecutive eligible listings in Barron’s as one of the ‘Top 100 Independent Financial Advisors in America’ (2018, 2019, 2020, 2021, 2022, and 2023**) and one of the ‘Top 1200 U.S. Financial Advisors by State’ (2019, 2020, 2021, 2022 and 2023***). 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. Ryan was honored 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 currently appointed to the Bethany College Trust and has served on the board of directors for the college. He is also a member of the advisory committee for local non-profit Project Pink’d and serves on the finance committee for Immanuel. He was a charter member of the Investment Policy Committee from 2014 to 2016.

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.

*See all Creative Planning disclosures and sources.


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