DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner22 years in industry

RYAN JAMES SHAUGHNESSY

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b62f90fe-ee3a-d222-acee-08e2866b9ec2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 3, 2004
First registration: Apr 20, 2007
Dual registered: no
Other names: RYAN SHAUGHNESSY
IAPD individual key: 4762570

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Mar 28, 2022	n/a	yes	OMAHA, NE\|OVERLAND PARK, KS	Current employment
GUIDE ROCK CAPITAL MANAGEMENT, INC.	State registered	Apr 24, 2015	Mar 27, 2022	no	OMAHA, NE	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 12, 2014	Apr 28, 2015	no	PAPILLION, NE	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Oct 3, 2013	May 9, 2014	no	OMAHA, NE	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 20, 2007	Oct 2, 2013	no	Omaha, NE\|BEDFORD, NH\|BEDFORD, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GUIDE ROCK CAPITAL MANAGEMENT, INC.	CREATIVEONE WEALTH, LLC	Mar 27, 2022	Mar 28, 2022	1	Firm change	Other
LPL FINANCIAL LLC	GUIDE ROCK CAPITAL MANAGEMENT, INC.	Apr 28, 2015	Apr 24, 2015	-4	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LPL FINANCIAL LLC	May 9, 2014	May 12, 2014	3	Firm change	Other
MML INVESTORS SERVICES, LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Oct 2, 2013	Oct 3, 2013	1	Firm change	Other

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Mar 28, 2022 to presentfactForm ADV
→ GUIDE ROCK CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 24, 2015 to Mar 27, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 12, 2014 to Apr 28, 2015factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Oct 3, 2013 to May 9, 2014factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2007 to Oct 2, 2013factForm ADV

Dated events

Occurred
Mar 27, 2022
Advisor changed firm
Ryan James Shaughnessy left Guide Rock Capital Management, Inc. for Creativeone Wealth, Llc (registered 2022-03-28)
Form ADVobserved 5 days ago