Mark Martin Rubin
Investment Adviser Representative at Creativeone Securities, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Martin Rubin is an investment adviser representative with Creativeone Securities, LLC in Overland Park, KS, where they have been registered since 2021. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Creativeone Wealth, LLC and Waddell & REED. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Kansas and Missouri.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri
- Broker:
2 states and territories
Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cetera Financial GroupSep 2016 – Apr 2020West Des Moines, IA
- Waddell & REED, IncOct 2020 – Jun 2021Shawnee Mission, KS
- UnemployedApr 2020 – Oct 2020Grain Valley, MO
- Creativeone Securities, LLC Formerly Client ONE Securities, LLCJun 2021 – no end date reportedOverland Park, KS
- Changepath, IncJun 2021 – Jun 2021Leawood, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creativeone Securities, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, annuities, and insurance; hybrid advisory model and sub-advisory services; scalable and customizable advisor platforms; holistic practice support for advisors from traditional investment firms.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 128
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Overland Park, KS
- SEC file number:
- 801-78158
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Creativeone Securities, LLC
Showing 12 of 128 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Martin Rubin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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