Cls Investments, LLC

Cls Investments, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $8,604,262,934 in 36,038 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,604
    MILLION
  • Total Number of Accounts
    36,038
    ACCOUNTS
  • Average Account Value
    $238,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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 47 top financial advisors.
1
Jesse D. Bargstadt
CRD#: 6300599
Omaha, NE 68130

Jesse Bargstadt (CRD# 6300599) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 4 years of experience in the finance industry.

2
Dawn M. Batho
CRD#: 4402897
Omaha, NE 68130

Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

3
Kylee M. Beach
CRD#: 6005280
Omaha, NE 68130

Kylee Beach (CRD# 6005280) 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
Ryan B. Beach
CRD#: 5976659
Omaha, NE 68130

Ryan Beach (CRD# 5976659) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

5
Cale W. Beyer
CRD#: 6434350
Omaha, NE 68130

Cale Beyer (CRD# 6434350) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 5 years of experience in the finance industry.

6
Bruce D. Bischoff
CRD#: 6153299
Omaha, NE 68130

Bruce Bischoff (CRD# 6153299) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

7
Chad M. Bitterman
CRD#: 2979477
Omaha, NE 68130

Chad Bitterman (CRD# 2979477) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

8
Kyle A. Booras
CRD#: 5989499
Omaha, NE 68130

Kyle Booras (CRD# 5989499) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

9
Sadie M. Brewer
CRD#: 5431455
Omaha, NE 68130

Sadie Brewer (CRD# 5431455) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 12 years of experience in the finance industry.

10
Ritchie O. Brown
CRD#: 3195199
Omaha, NE 68130

Ritchie Brown (CRD# 3195199) is an Investment Advisor Representative working at Cls Investments, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

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