Matthew Ryan, financial advisor San Diego CA

Matthew Ryan

CRD Number: 6212129
Current Firm: Creative Capital Management Investments LLC

Matthew Ryan (CRD# 6212129) is an Investment Advisor Representative working at Creative Capital Management Investments LLC in San Diego, CA and has 1 year of experience in the finance industry. Matthew Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Creative Capital Management, LLC San Diego, CA May 2017 - Current 4
Creative Capital Management, Inc. San Diego, CA Aug 2015 - May 2017 1
Olivet Nazarene University Bourbonnais, IL Aug 2014 - Aug 2015 1
Creative Capital Management, Inc. San Diego, CA May 2014 - Aug 2014 < 1
Olivet Nazarene University Bourbonnais, IL Aug 2013 - May 2014 < 1
Hughes Financial Services Herndon, VA May 2013 - Aug 2013 < 1
Olivet Nazarene University Bourbonnais, IL Aug 2012 - May 2013 < 1
Petsmart San Diego, CA Jun 2012 - Aug 2012 < 1
Independent Contractor San Diego, CA May 2012 - Aug 2012 < 1
Olivet Nazarene University Bourbonnais, IL Sep 2011 - May 2012 < 1

Matthew Ryan has no recent exams reported.
Contact Info for Matthew R. Ryan
Phone Number: 619-298-3993
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    417
    MILLIONS
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $546,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.