CreativeOne Securities
Investment Management • 
Overland Park, Kansas, United States • 21-50 Employees
Company overview
| Headquarters | 6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211, US |
| Phone number | +18889099399 |
| Websites | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Stocks, BD, RIA, Reits, 401K, Registered Investment Advisor, Broker-Dealer, Compliance, Financial Planning, Investment Advisory Services, Mutual Funds, Brokerage, Fixed Annuities, Life Insurance Including Long Term Care, Variable Products, Tamp, Hybrid Brokerage, Independent Ria, Buffered Annuities, Hybrid Bd, Hybrid Broker-Dealer, Independent Bd, Kansas City Bd, Kansas City Broker Dealer, Kansas City Ria, Low Cost Bd, Midwest Bd, Midwest Broker Dealer, Rila |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
Key Contact at CreativeOne Securities
Jake Tyndall
Director Of New Business
CreativeOne Securities Email Formats
CreativeOne Securities uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@client1securities.com), used 34.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@client1securities.com | 65.2% |
{first name}{last name} | johndoe@creativeonesecurities.com | 21.7% |
{first name} | john@client1securities.com | 13% |
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 revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CreativeOne Securities has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
CreativeOne Securities has never raised funding before.
CreativeOne Securities Tech Stack
Discover the technologies and tools that power CreativeOne Securities's digital infrastructure, from frameworks to analytics platforms.
CDN
United Kingdom
Ireland
Sweden
Spain
Frequently asked questions
4.8
40,000 users
