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Mckenzie Jean Lee

Creativeone Securities, LLC

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About Mckenzie Jean Lee

Mckenzie Jean Lee is a registered representative with Creativeone Securities, LLC and has been in the securities industry for over 2 years. Mckenzie holds Series 7TO, SIE and Series 66 licenses and is registered in Colorado as an investment advisor representative. Mckenzie's experience includes positions at Client One Securities, LLC, Eide Bailly, Northeastern State University, and Shane Co. Mckenzie specializes in Financial Planning and Portfolio Management for Individuals and Businesses. Mckenzie's firm, Creativeone Securities, LLC, is a registered investment advisor with offices in Overland Park, Kansas and Greenwood Village, Colorado. The firm manages over $1.7 billion in assets for individuals, high-net-worth individuals, corporations, and pension plans.

Firm Information

Mckenzie Lee 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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Mckenzie Lee’s Registration & Firm History

KS

06/08/2023 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 06/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mckenzie Jean Lee.
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