Primerica Advisors
44yrs
Top advisor by experience in Aurora
20yrs
Ryan Kaszycki is a fiduciary financial advisor in Aurora, Colorado, with 20 years in the industry. After two years at LPL Financial and two years at Tedstrom Wealth Advisors, Ryan joined Creative Planning in 2017, a firm offering financial planning, investment management, and private fund management. Ryan holds the CFP® designation.
One of 192 advisors with offices in Aurora, and one of 172 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 74% of advisors in Aurora
OfficeAurora, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowCreative PlanningCurrent firm
- 2015 – 2017LPL Financial LLCPreviously
- 2015 – 2017Tedstrom Wealth Advisors, Inc.Previously
- 2012 – 2015
- Apr 2007 – May 2007Wells Fargo Investments, LLCPreviously
Contact Ryan
Aurora, COOffice · Get directions Firm main line(866) 909-5148Headquarters: Creative Planning · Overland Park, KS X (Twitter) pageCreative PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Creative Planning at (866) 909-5148 and ask for Ryan Kaszycki. Ryan works from the Aurora, CO office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2007, about 20 years. More experience than 74% of advisors in Aurora.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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