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Daniel Francis Kiernan

CLIENT ONE SECURITIES LLC·LEAWOOD, Kansas
SIE, Series 27, Series 63, Series 99TOCLIENT ONE SECURITIES LLC
11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 1874759Firm CRD# 152974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Francis Kiernan · LEAWOOD, KS
Registration
CRD #1874759 · CLIENT ONE SECURITIES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
CREATIVEONE SECURITIES, LLC
CRD 152974 · SEC 801-78158
AUM
$1.7B
Regulatory assets under management
Employees
186
22,082 client accounts
Services offered by CREATIVEONE SECURITIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Daniel Francis Kiernan offer?
Daniel Francis Kiernan specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Daniel Francis Kiernan's credentials?
Daniel Francis Kiernan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Kiernan located?
Daniel Francis Kiernan is based in LEAWOOD, Kansas, working with CLIENT ONE SECURITIES LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Daniel Francis Kiernan charge for services?
Daniel Francis Kiernan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT ONE SECURITIES LLC?
CLIENT ONE SECURITIES LLC has approximately 186 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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