Marc Takenaga (CRD# 4735656) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 6844537
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Client One Securities, LLC | Leawood, KS | Jul 2017 - Current | 6 |
| Marc Takenaga | San Diego, CA | Dec 2006 - Current | 17 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jul 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
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Total Assets Under Management1,719MILLIONS
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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