Kyle BoorasCRD Number: 5989499
Current Firm: Cls Investments, LLC
Kyle Booras (CRD# 5989499) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Cls Investments, LLC||Omaha, NE||Oct 2011 - Current||6|
|University Of Nebraska - Omaha||Omaha, NE||Nov 2008 - May 2012||3|
|Wis Pak||Norfolk, NE||May 2007 - Aug 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management7,074MILLIONS
Total Number of Accounts31,503ACCOUNTS
Average Account Value$224,554
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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