Client One Securities
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
11460 Tomahawk Creek Pkwy Ste 100, Leawo...Phone Number
(888) 909-9399Website
www.clientonesecurities.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Client One Securities
CreativeOne Securities is an industry-leading diversified financial services organization focused on investment and retirement strategies. They offer a personal approach to financial advising, emphasizing customized solutions for investments, annuities, and insurance. Their intended clients include independent advisors and those seeking sub-advisory services, with a commitment to transparency and conflict-free solutions. The company prides itself on building strong relationships with clients and providing technology-driven support to enhance their financial practices.Explore more
Client One Securities Org Chart
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Client One Securities is experiencing very low activity levels compared to other companies in the Finance sector.
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Client One Securities financials insights
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2020
Debt
$150K
Client One Securities Tech Stack
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Most Recent Scoops
Project
, according to an internal source in Financial Planning, has completed initiatives related to customer relationship management (CRM) within the last nine months.
CRM, Financial Planning, Finance, Financial Strategy
Project
, according to an internal source in Financial Planning, has completed initiatives related to commission accounting and management systems within the last nine months.
Accounting, Financial Planning, Billing & Invoice, Financial Systems, Financial Reporting, Business Finance, Finance, Financial Strategy
Facilities Relocation / Expansion
Client One Securities is planning to move its offices in December 2021. The move will impact approximately 15 employees at their existing office located at 11460 Tomahawk Creek Pkwy, Leawood, KS.
Facilities Relocation/Expansion
Funding
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CreativeOne Securities is an industry-leading diversified financial services organization focused on investment and retirement strategies. They offer a personal approach to financial advising, emphasizing customized solutions for investments, annuities, and insurance. Their intended clients include independent advisors and those seeking sub-advisor... Read More
