Forrest Cook
Forrest Cook is a CFP, ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Olathe, KS, with 36 years of industry experience. Forrest is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
Olathe, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Forrest is the owner of Cook Financial Group, where he focuses on fixed insurance sales. This activity takes about half of his time.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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