CreativeOne Securities
Investment Management
6330 Sprint Pkwy
24 employees
COMPO
- Employees
- 24
- Contacts
- 3
- Emails
- 3
- Phones
- 2
CreativeOne Securities Overview
- Headquarters
- 6330 Sprint Pkwy
- Website
- www.creativeonesecurities.com
- Industry
- Investment Management
- Employees
- 24
- Founded
- 2010
- Stock Symbol
- COMPO
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About CreativeOne Securities
Founded over a decade ago, CreativeOne Securities is an independent hybrid broker-dealer focused on providing flexibility and a wide array of services to registered representatives and advisors who operate their business with the highest integrity. Representatives have unfettered access to a core team who average more than 20 years of field and/or management experience alongside advisory tools and relationships to help maximize opportunities for their businesses and clients. The relationship-driven service and open-door policy to leadership are unmatched. Those are two of the reasons 98% of representatives continue to choose CreativeOne Securities and call it their forever brokerage. Since its inception, CreativeOne Securities has been affiliated with Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products and CreativeOne Wealth, LLC, a boutique Investment Adviser. For more information visit: clientonesecurities.com or call 888.909.9399.
CreativeOne Securities Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
CreativeOne Securities Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joe Lauritsen | Advisory Billing Manager | Kansas City Metropolitan Area, United States |
Email
|
| Shanon Grundland | Investment Advisor Representative at Client One Securities, Llc | Englewood, Colorado, United States |
Email
Phone
|
| Jake Tyndall, Ms | On-boarding, Vendor/partner Relationships, Product Due Diligence, Investment Management and Technological Project Management | Kansas City, Missouri, United States |
Email
Phone
|
| Tim Hudson. Cfp | Widows - Financial Planning - Sounding Board - Ira - 401k - Inherited Ira - Rmd - Budgeting | Summerville, South Carolina, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
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