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Forrest Wayne Cook

Creativeone Securities, LLC

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About Forrest Wayne Cook

Forrest Wayne Cook is a financial professional with over 30 years of experience in the financial services industry. Forrest is currently registered with Creativeone Securities, LLC. Forrest holds Series 6, 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™. Forrest's previous experience includes roles at Brookstone Securities, Inc., Equity Services, Inc., and John Hancock Distributors, Inc. Forrest specializes in portfolio management for individuals, selection of other advisors, and financial planning.

Firm Information

Forrest Cook 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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Forrest Cook’s Registration & Firm History

KS

06/29/2012 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

01/05/2011 - 06/21/2012

BROOKSTONE SECURITIES, INC. (OVERLAND PARK KS)

KS

01/14/1997 - 01/28/2011

EQUITY SERVICES, INC. (OVERLAND PARK KS)

MA

12/20/1989 - 12/20/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

12/20/1989 - 12/20/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Forrest Wayne Cook.
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