Case EichenbergerCRD Number: 5347645
Current Firm: Cls Investments, LLC
Case Eichenberger (CRD# 5347645) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Northern Lights Distributors, LLC||Omaha, NE||Mar 2008 - Current||9|
|Cls Investments, LLC||Omaha, NE||Jun 2007 - Current||10|
|American National Bank Of Fremont||Fremont, NE||Apr 2005 - May 2007||2|
|Midland Lutheran College||Fremont, NE||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management7,211MILLIONS
Total Number of Accounts26,903ACCOUNTS
Average Account Value$268,025
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services