Paula WieckCRD Number: 4620099
Current Firm: Cls Investments, LLC
Paula Wieck (CRD# 4620099) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Cls Investments, LLC||Omaha, NE||Nov 2006 - Current||10|
|Northern Lights Distributors, LLC||Omaha, NE||Aug 2005 - Current||12|
|Orion Advisor Services, LLC||Omaha, NE||Jun 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
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