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Mark Alan Shelton

Creativeone Securities, LLC

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About Mark Alan Shelton

Mark Shelton is a financial professional with over 30 years of experience in the financial services industry. Mark currently works with Creativeone Securities, LLC and is registered with the state of Kansas. Mark has a broad range of experience, having previously worked with VOYA Financial Advisors, INC., NYLIFE Distributors LLC, SII Investments, INC., National Planning Corporation and PRUCO Securities Corporation. Mark holds the Series 6, SIE and Series 63 licenses. Mark specializes in financial planning and portfolio management for individuals.

Firm Information

Mark Shelton 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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Mark Shelton’s Registration & Firm History

KS

01/14/2019 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

01/19/2007 - 12/18/2018

VOYA FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)

NJ

01/17/2001 - 01/28/2005

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

WI

01/12/2000 - 11/30/2000

SII INVESTMENTS, INC. (APPLETON WI)

CA

09/25/1992 - 06/17/1999

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NJ

01/08/1987 - 04/16/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Alan Shelton.
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