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Mark H

Series 63, Series 65

Lees Summit, MO

CreativeOne Securities, LLC

Mark Hugunin is a financial advisor at CreativeOne Securities, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors for 10 years. Since 1982, he has also been involved with Creative Wealth KC, where he is an owner and provides insurance sales and services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Lisa H

Series 65, Series 63

Lees Summit, MO

CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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