Creativeone Wealth
27yrs
Top advisor by experience in Scappoose
8yrs
James Ryan has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Scappoose, Oregon. James has been with Creativeone Wealth since 2023; before that, James spent a year at Edward Jones. Creativeone Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Scappoose, and one of 6 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office52461 Columbia River Highway, Scappoose, OR 97056
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$264,766
Advisors at the firm218
States licensed ?1 state
Services through Creativeone Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCreativeone Wealth, LLCCurrent firm
- Oct 2018 – Jul 2019Edward JonesPreviously
Contact James
52461 Columbia River HighwayScappoose, OR 97056Office · Get directions Firm main line(913) 402-7897Headquarters: Creativeone Wealth · Overland Park, KS
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Creativeone Wealth at (913) 402-7897 and ask for James Ryan. James works from the Scappoose, OR office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does James hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Creativeone Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James 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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