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Mark Charles Pettyjohn

Creativeone Securities, LLC

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About Mark Charles Pettyjohn

Mark Pettyjohn is an experienced financial advisor who has been in the industry since 1983. Mark has a strong track record of success in helping individuals and families achieve their financial goals. Currently, Mark is associated with Creativeone Securities, LLC, a firm that offers a variety of financial services including portfolio management and financial planning. Mark also previously worked with Oak Grove Investment Services, Inc., and PFS Investments Inc. Mark holds the Series 6, Series 26 and Series 63 licenses and is registered in eight states: Florida, Illinois, Indiana, Michigan, Missouri, North Carolina, Oregon and South Dakota. Mark is committed to providing his clients with personalized financial advice and strategies that meet their unique needs.

Firm Information

Mark Pettyjohn 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 Pettyjohn’s Registration & Firm History

IL

01/06/2017 - Present

Creativeone Securities, LLC (Rochester IL)

IL

08/01/1999 - 12/31/2016

OAK GROVE INVESTMENT SERVICES, INC. (ROCHESTER IL)

GA

06/24/1983 - 01/13/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/23/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/1986

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Charles Pettyjohn. Review regulatory record here.
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