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Mark Ronald Roberts

Creativeone Securities, LLC

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About Mark Ronald Roberts

Mark Roberts is a financial advisor in Overland Park, Kansas. Mark is a registered representative with Creativeone Securities, LLC and Creativeone Wealth, LLC. Mark has been a registered representative since 1996. Mark holds the Series 6, 7, 63 and 65 licenses. Mark is also a Chartered Financial Consultant.

Firm Information

Mark Roberts 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 Roberts’s Registration & Firm History

KS

08/04/2011 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

KS

05/19/2009 - 08/03/2011

BROKER DEALER FINANCIAL SERVICES CORP. (OVERLAND PARK KS)

KS

03/06/2008 - 05/18/2009

CUTTER & COMPANY, INC. (OVERLAND PARK KS)

KS

06/06/1996 - 02/08/2008

THRIVENT INVESTMENT MANAGEMENT INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 10/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/05/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mark Ronald Roberts. Review regulatory record here.
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