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Client One Securities Logo
Client One Securities CB Rank
1341845
Heat Score
51
Client One Securities offers financial and investment advisory services.
Founded
obfuscation
Private Leawood, Kansas, United States11-50 clientonesecurities.com
Advice
Financial Services
Professional Services
Overview

Client One Securities
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Client One Securities

CB Rank
1341845
Client One Securities offers financial and investment advisory services.
Founded
obfuscation
Private Leawood, Kansas, United States11-50 clientonesecurities.com
Advice
Financial Services
Professional Services

Key People

Details

Legal Name Client One Securities, LLC.
Operating Status Active
Company Type For Profit
Phone Number 888.909.9399
Contact Email info@c1s.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Broker-Dealer Services
Provides trading and brokerage services including stocks, bonds, options, mutual funds, and variable life and annuity-selling agreements.
Registered Investment Advisor (RIA) Services
Offers sub-advised investment models, turnkey asset management platforms, and rep-managed wrap accounts for advisory clients.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 20

Employee Profiles

News

News and Press

News•Aug 28, 2025
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News•Feb 13, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

156
-64.63%
 in past month

IT Spend

$313.1KThis year, Client One Securities is projected to spend $313.1K on IT, according to Aberdeen.

Active Website Tech Count

17Client One Securities is actively using 17 technologies for its website, according to BuiltWith. These include SSL by Default, DNSSEC, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Client One Securities's headquarters? Client One Securities is located in Leawood, Kansas, United States.Who are Client One Securities's competitors? Alternatives and possible competitors to Client One Securities may include Ameriprise Financial, LPL Financial, and  Osaic.
Who We Are
What We Do
Helpful Links
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