Gene FrerichsCRD Number: 3154208
Current Firm: Cls Investments, LLC
Gene Frerichs (CRD# 3154208) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 16 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||Feb 2003 - Current||14|
|Cls Investments, LLC||Omaha, NE||Aug 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
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