Client One Securities corporate office is located in 11460 Tomahawk Creek Pkwy Ste 100, Leawood, Kansas, 66211, United States and has 11-50 employees.
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Departments
Number of employees
Finance
4
Legal
1
Operations
1
| Location | People at location |
| North America | 1-10 |
Explore people who held key positions, contributed to Client One Securities's success, and advanced their careers.
Investment Advisor at Cornerstone Select Adv...
Worked as Registered Representative
at Client One Securities (2017-2020)
Manager II, Client Onb... at Principal Financial
Worked as Client Relations Specialist
at Client One Securities (2021-2022)
Manager, Operations at Creative Planning
Worked as Client Relations Specialist
at Client One Securities (2017-2021)
Financial Advisor at Edward Jones
Worked as Registered Representative
at Client One Securities (2018-2021)
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CreativeOne Securities is an independent broker-dealer designed to support financial advisors by integrating insurance, investments, and advisory services into a single partnership. The company focuses on providing exceptional service, operational efficiency, and a technology ecosystem that streamlines processes for advisors. Their target clients a... Read More