Francisco Martinez, financial advisor Overland Park KS

Francisco Martinez

CRD Number: 5524755
Current Firm: Creativeone Securities, LLC

Francisco Martinez (CRD# 5524755) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 15 years of experience in the finance industry. Francisco Martinez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Client One Securities, LLC Leawood, KS Jan 2011 - Current 13
Financial Choreography, Llc (fka Silverstone Financial Advisors) Rockville, MD Apr 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Francisco C. Martinez
Phone Number: 913-814-6097
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    1,719
    MILLIONS
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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