Creativeone Securities, LLC

Overview

Creativeone Securities, LLC is a Broker Dealer and registered investment adviser based in Overland Park, KS, registered since 2010. It reports $2.5B in assets under management across 12,485 accounts, with 196 employees. Its 205 registered representatives work across 110 branch offices in 31 states.

Reported AUM

$2.5B

Discretionary

96%

Accounts

12,485

Average account

$204K

Employees

196

Registered reps

205

Branch offices

110

Registered since

2010

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Private Placements
• 5 more

Executive officers 3 of 4

• James Edmond Clements President CRD 2445775
• Susan Ann Hayes Financial and Operations Principal, Financial Operations Principal CRD 2856326
• Chang Shin Chief Compliance Officer CRD 2605773

1 more executive officer, with direct contact details

Registered reps 3 of 205

• Brian Alan Ambrose Insurance Agent · Investment Adviser Rep CRD 1393073
• Ana S Anderson Registered Rep CRD 4777158
• Jared David Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4450261

202 more registered reps, with emails, phones and branch locations

Location

Headquarters

6330 Sprint Pkwy Ste 400
Overland Park, KS 66211

County

Johnson

Metro area

Kansas City, MO-KS

Region

Midwest

Branch offices

110 in 31 states, including Topeka, KS, Wichita, KS and Aurora, CO

Registrations

• SEC registered, limited liability company formed in Kansas
• Registered in 51 jurisdictions
• Website: client1securities.com

Every state, with registration dates

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