Francisco Martinez
Francisco Martinez is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 17 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
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Regulatory History (1)
Regulatory
March 2004Other Business ActivitiesSells Insurance
Francisco is the owner/president of Financial Choreography, LLC, offering financial planning and fixed insurance services, dedicating nearly full-time hours to this role. He also works as an election judge for the State of Maryland/Montgomery County Board of Elections, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.