Cls Investments, LLC

Cls Investments, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $7,210,685,661 in 26,903 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,211
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cls Investments, LLC
Showing 1 - 10 of 69 top financial advisors.
1
Shari B. Rash
CRD#: 5221771
, Bel Air, MD
98
Wealthminder
score
Shari Rash (CRD# 5221771) is an Investment Advisor Representative working at Cls Investments, LLC in Bel Air, MD and has over 8 years of experience in the finance industry.
2
Scott R. Kubie
CRD#: 2958475
4020 South 147th Street, Omaha, NE 68137
96
Wealthminder
score

Scott Kubie (CRD# 2958475) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 19 years of experience in the finance industry.

3
Joseph D. Smith
CRD#: 5846204
17605 Wright Street, Omaha, NE 68130
96
Wealthminder
score

Joseph Smith (CRD# 5846204) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

4
Benjamin S. Stout
CRD#: 4873973
17605 Wright Street, Omaha, NE 68130
96
Wealthminder
score

Benjamin Stout (CRD# 4873973) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 13 years of experience in the finance industry.

5
John R. Vanneman
CRD#: 2014443
17605 Wright Street, Omaha, NE 68130
96
Wealthminder
score

John Vanneman (CRD# 2014443) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 15 years of experience in the finance industry.

6
Dawn M. Batho
CRD#: 4402897
17605 Wright Street, Omaha, NE 68130
93
Wealthminder
score

Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 16 years of experience in the finance industry.

7
Chad M. Bitterman
CRD#: 2979477
17605 Wright Street, Omaha, NE 68130
93
Wealthminder
score

Chad Bitterman (CRD# 2979477) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

8
Sadie M. Brewer
CRD#: 5431455
17605 Wright Street, Omaha, NE 68130
93
Wealthminder
score

Sadie Brewer (CRD# 5431455) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

9
Ritchie O. Brown
CRD#: 3195199
17605 Wright Street, Omaha, NE 68130
93
Wealthminder
score

Ritchie Brown (CRD# 3195199) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

10
Eric R. Clarke
CRD#: 2917776
4005 South 148th Street, Omaha, NE 68137
93
Wealthminder
score

Eric Clarke (CRD# 2917776) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.