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Ryan Patrick Kaszycki

Investment Adviser Representative at Creative Planning

Aurora, COCRD #5289613Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Patrick Kaszycki is an investment adviser representative with Creative Planning in Aurora, CO, where they have been registered since 2017. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Brown & Tedstrom Estate Planning, Inc. and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/11/2012
SIE
Securities Industry Essentials Examination
Passed 9/18/2017
Series 7
General Securities Representative Examination
Passed 3/22/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Creative PlanningCurrent
9/14/2017 – Aurora, CO
Brown & Tedstrom Estate Planning, Inc.
8/4/2015 – 9/20/2017Denver, CO
LPL Financial LLC
8/13/2015 – 9/18/2017Denver, CO
Tiaa-cref Advice AND Planning Services
5/14/2012 – 7/2/2015Denver, CO
Wells Fargo Investments, LLC
4/10/2007 – 5/21/2007Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brown & Tedstrom Estate Planning, Inc.
    Aug 2015 – Sep 2017Denver, CO
  2. LPL Financial
    Aug 2015 – Sep 2017Denver, CO
  3. Creative Planning
    Sep 2017 – no end date reportedAurora, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Creative Planning

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$200,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0001.20%
  • $500,001 – $2,000,0001.00%
  • $2,000,001 – $5,000,0000.85%
  • $5,000,001 – $10,000,0000.80%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,153
Offices listed on AdvisorFinder:
72
Main office:
Overland Park, KS
SEC file number:
801-18564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Creative Planning

Showing 12 of 1,153 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Patrick Kaszycki has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ryan Patrick Kaszycki (Creative Planning) - Advisor Profile