Ryan BeachCRD Number: 5976659
Current Firm: Cls Investments, LLC
Ryan Beach (CRD# 5976659) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 3 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||Sep 2012 - Current||4|
|Northstar Financial Services Group, LLC||Omaha, NE||Sep 2011 - Sep 2012||1|
|Scudder Law Firm, P.c., L.l.o.||Omaha, NE||Feb 2003 - Sep 2011||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
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