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Marc Mitsuru Takenaga

Creativeone Securities, LLC

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About Marc Mitsuru Takenaga

Marc Mitsuru Takenaga is an investment advisor representative with Creativeone Securities, LLC and has been in the industry for over 18 years. Marc is registered with the state of California and also holds licenses in other states. Marc has experience at other firms including GWN Securities Inc. and The Leaders Group, Inc. Marc is a licensed attorney and works with a range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Marc’s areas of specialization include portfolio management for individuals, selection of other advisors, and financial planning.

Firm Information

Marc Takenaga 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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Marc Takenaga’s Registration & Firm History

KS

07/11/2017 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

CA

07/11/2012 - 12/31/2016

GWN SECURITIES INC. (EL CAJON CA)

CA

10/01/2010 - 05/18/2012

GWN SECURITIES INC. (EL CAJON CA)

CA

01/12/2010 - 08/12/2010

GWN SECURITIES INC. (SAN DIEGO CA)

CO

03/15/2006 - 12/31/2009

THE LEADERS GROUP, INC. (LITTLETON CO)

NY

01/19/2004 - 02/11/2006

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Mitsuru Takenaga.
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