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
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Verified contacts
20
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- JT
Jake Tyndall
Director of New Business · General Business & Management
EmailPhone - KC
Kelly Crisci
Registered Principal & Auditor · Other
EmailPhone - GM
Grant Meres
Hybrid Wholesaler · Sales & Business Development
EmailPhone - JL
Joe Lauritsen
Advisory Billing Manager · Finance & Accounting
EmailPhone - MR
Mark Rubin
Operations Manager · Operations
EmailPhone - KZ
Karen Zicht
Registered Representative and Investment Advisor Representative · Finance & Accounting
EmailPhone - SG
Shanon Grundland
Investment Advisor Representative · Finance & Accounting
EmailPhone - JE
Jeff Eisenhauer
President-cco-coo · Other
EmailPhone - KN
Karly Neufeld
Operations Specialist · Operations
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Creativeone Securities
14 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2president cco
- 1advisory billing manager
- 1client relations specialist
- 1director of new business
- 1executive assistant
- 1hybrid wholesaler
- 1investment advisor representative
- 1operations manager
- 1operations specialist
- +4more titles
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