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Brooke Elaine Bejan

Creativeone Securities, LLC

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About Brooke Elaine Bejan

Brooke Elaine Bejan is an active, registered representative with Creativeone Securities, LLC and has been in the financial services industry since March 21, 2007. Brooke has experience at several firms, including MSEC, LLC, Waddell & Reed, and BATS Trading, Inc. Brooke has been with Creativeone Securities, LLC since April 5, 2023. Brooke's areas of specialization include Portfolio Management for Individuals, Financial Planning and Selection of Other Advisers. Brooke holds Series 7, Series 24, Series 14, and SIE licenses and has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Brooke Bejan is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Bejan’s Registration & Firm History

KS

04/05/2023 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

KS

09/07/2016 - 03/16/2023

MSEC, LLC (Overland Park KS)

KS

01/26/2011 - 08/29/2016

WADDELL & REED (OVERLAND PARK KS)

MO

07/15/2009 - 12/04/2009

BATS TRADING, INC. (KANSAS CITY MO)

KS

01/01/2006 - 07/17/2009

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/26/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brooke Elaine Bejan.
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