Michael Forker, financial advisor Omaha NE
89 score

Michael Forker

CRD Number: 6145134
Current Firm: Cls Investments, LLC

Michael Forker (CRD# 6145134) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cls Investments, LLC Omaha, NE Dec 2012 - Current 4
Bryan Hill Law Omaha, NE Sep 2011 - Nov 2012 1
Ria Compliance Consultants Omaha, NE Aug 2011 - Nov 2012 1
Unemployed Omaha, NE Jun 2011 - Jul 2011 < 1
Bryan Hill Law Omaha, NE May 2010 - Jun 2011 1
Creighton University School Of Law Omaha, NE Aug 2008 - May 2011 2
Law Office Of James Polack Omaha, NE Feb 2010 - Sep 2010 < 1
Gepetto's On The Lake Arnold's Park, IA May 2008 - Aug 2008 < 1
Iowa River Power Company Iowa City, IA Feb 2008 - May 2008 < 1
University Of Iowa Iowa City, IA Aug 2004 - May 2008 3
Minervas Sioux City, IA May 2007 - Aug 2007 < 1
Carlos O'kelly's Iowa City, IA May 2005 - May 2007 2
It Department For City Of Sioux City Sioux City, IA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Michael W. Forker
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
89
Clean Record
This advisor has a clean track record with regulators.

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