CREATIVEONE SECURITIES, LLC
OVERLAND PARK, KS

CreativeOne Securities, LLC, originally named Client One Securities LLC, is headquartered in Overland Park, Kansas, though it's registered in Florida. Since its incorporation on November 12, 2010, the company has carved out a niche with its advanced cloud-based and advisor-focused platforms. Designed to boost service delivery while minimizing workload, these tools also help reduce audit-related pressures for users. CreativeOne is committed to providing scalable and customizable solutions that cater not only to financial advisors but also those seeking sub-advisory services. They pride themselves on their transparent solutions, offering conflict-free transparency at every level of investment need. Backed by a robust support system, the company enables its clients to excel in delivering transparent financial service solutions. Centralized at 6330 Sprint Parkway, Suite 400 in Overland Park, Kansas (ZIP code: 66211), CreativeOne operates as a foreign limited liability company under filing number M10000004996. They welcome inquiries through their contact line at (888) 909-9399 and are recognized with an FEI Number of 271408998. Key management includes Michael Miller and Michael R Tripses, who play pivotal roles in steering the company's operations. Notable corporate updates include an amendment and name change on November 28, 2022, reflecting their dynamic approach to growth and adaptation. Their most recent annual report submission is noted for 2025, dated January 9th. For those interested in exploring more about CreativeOne's offerings, information can be readily accessed at their official website: clientonesecurities.com.