Unclaimed Profile

Brooke Elaine Bejan

CREATIVEONE WEALTH, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 14, Series 24Clean recordCREATIVEONE WEALTH, LLC

6330 SPRINT PKWY, OVERLAND PARK, KS 66211CRD# 5022262Firm CRD# 281213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooke Elaine Bejan · OVERLAND PARK, KS

Registration

CRD #5022262 · CREATIVEONE WEALTH, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVEONE WEALTH, LLC

CRD 281213 · SEC 801-106677

AUM

$3.4B

Regulatory assets under management

Employees

201

21,910 client accounts

Services offered by CREATIVEONE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVEONE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Brooke Elaine Bejan offer?

Brooke Elaine Bejan specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Brooke Elaine Bejan's credentials?

Brooke Elaine Bejan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooke Elaine Bejan located?

Brooke Elaine Bejan is based in OVERLAND PARK, Kansas, working with CREATIVEONE WEALTH, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Brooke Elaine Bejan charge for services?

Brooke Elaine Bejan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVEONE WEALTH, LLC?

CREATIVEONE WEALTH, LLC has approximately 201 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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