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 3 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV