Chad Bitterman, financial advisor Omaha NE
93 score

Chad Bitterman

CRD Number: 2979477
Current Firm: Cls Investments, LLC

Chad Bitterman (CRD# 2979477) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Lights Compliance Services, LLC Omaha, NE May 2010 - Current 6
Northern Lights Distributors, LLC Omaha, NE May 2010 - Current 6
Fareway Omaha, NE Oct 2008 - Jul 2012 3
Star Logistics Omaha, NE Oct 2008 - May 2010 1
Waddell And Reed, Inc. Omaha, NE Dec 2009 - Apr 2010 < 1
Unemployed Gretna, NE Jul 2008 - Oct 2008 < 1
Td Ameritrade, Inc. Bellevue, NE Oct 1997 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Chad M. Bitterman
Phone Number: 402-493-3313
Firm Website: http://www.clsinvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    7,211
    MILLIONS
  • Total Number of Accounts
    26,903
    ACCOUNTS
  • Average Account Value
    $268,025
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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