Investors

Working in your best interests, always.

About Client One Securities

Client One Securities is a member of FINRA/SIPC, and an Investment Advisor. We’ve been an independent, full-service broker-dealer in the Kansas City area since January 2011 with advisors across the U.S. What does this mean? Our advisors call the shots and have their own brand and practice. They’re independent advisors, who rely on us to provide access to investment management products and tools alongside investment oversight.

How We Support Advisors

Advisors that join Client One believe in doing what’s best for clients and do so with integral service and access to diverse financial tools. Our job is to ensure your advisor has access to all of that and more. The programs available through Client One are broad and, because we are an independent firm, there are no investment quotas for our advisors to meet. Our advisors are free to provide investments that meet unique investing goals and needs of each client. We support advisors by helping them meet clients’ financial objectives that include creating nest eggs, preparing for retirement, navigating workforce exits and planning throughout retirement.

The Client One Difference

Client One takes pride in the lineup of advisors who we’ve cultivated to join Client One. Not everyone can be affiliated with Client One, nor do we want everyone. We believe the advisors we choose are client-centric just like us and are drawn to what we’re offering.

Get Assistance

Have a question or concern? Be sure to call your advisor directly, as they will have the information you’re looking for.

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