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Mark M Sheedy

Creativeone Securities, LLC

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About Mark M Sheedy

Mark Sheedy is a financial advisor with Creativeone Securities, LLC, a firm that manages approximately $1,718,842,253 in client assets. Mark has been in the industry since December 22, 2002. Mark is registered to provide financial advice in Colorado. Creativeone Securities, LLC specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Mark Sheedy 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 Sheedy’s Registration & Firm History

CO

01/14/2021 - Present

Creativeone Securities, LLC (Greenwood Village CO)

CO

01/09/2013 - 12/05/2019

CLIENT ONE SECURITIES LLC (Greenwood Village CO)

CO

11/19/2003 - 12/31/2012

SUNSET FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

NE

01/01/2001 - 01/14/2003

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 10/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2000

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 M Sheedy.
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