Cls Investments, LLC

Cls Investments, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $7,074,122,650 in 31,503 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,074
    MILLION
  • Total Number of Accounts
    31,503
    ACCOUNTS
  • Average Account Value
    $224,554
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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 77 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
Anders D. Smith
CRD#: 1554858
17605 Wright Street, Omaha, NE 68130
96
Wealthminder
score

Anders Smith (CRD# 1554858) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 31 years of experience in the finance industry. Anders Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 7 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 16 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
Myles P. Bozinovski
CRD#: 3247179
Huntington Beach, CA
93
Wealthminder
score

Myles Bozinovski (CRD# 3247179) is an Investment Advisor Representative working at Cls Investments, LLC in Huntington Beach, CA and has over 18 years of experience in the finance industry.

9
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 10 years of experience in the finance industry.

10
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 19 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.