CLS Investments LLC
Legal Name: CLS INVESTMENTS, LLC
Other Info
CLS Investments LLC, a Nebraska-based Limited Liability Company, is comprised of a team of 29 employees, 12 of whom work in advisory roles. While its number of clients remains undisclosed, the firm's registration status with the Securities and Exchange Commission is listed as Approved with a registration date of January 1, 2000.
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ORION MERGES WITH BRINKER CAPITALWe’re thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc. A Trusted…
CLS Investments - YouTube
CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry. CLS's active asset al...
Direct Owners
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CORY JAMES KENDALL
ELECTED MANAGER owns less than 5%
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DEAN WILLIAM COOK
CHIEF EXECUTIVE OFFICER/ELECTED MANAGER owns less than 5%
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GREGORY JAMES RAWLINS
CHIEF OPERATING OFFICER/ELECTED MANAGER owns less than 5%
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JOHN RUSSEL VANNEMAN
CHIEF INVESTMENT OFFICER/PRESIDENT/ELECTED MANAGER owns less than 5%
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MARK DANIEL APPLEGARTH
TREASURER/CHIEF FINANCIAL OFFICER/ELECTED MANAGER owns less than 5%
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MICHAEL WILFORD FORKER
CHIEF COMPLIANCE OFFICER/ELECTED MANAGER owns less than 5%
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NORTHSTAR EYBA, LLC
SOLE MEMBER/100% SHAREHOLDER owns 75% or more
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RYAN BRUCE BEACH
SECRETARY/ELECTED MANAGER owns less than 5%
Indirect Owners
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CLARA ELIZABETH MADDOX
ELECTED MANAGER
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ERIC REESE CLARKE
ELECTED MANAGER
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JONATHAN RUSSELL BAUM
ELECTED MANAGER
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MICHAEL ROY BURNS
ELECTED MANAGER
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NORTHSTAR FINANCIAL SERVICES GROUP, LLC
MEMBERS OWNING 100% owns 75% or more
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NORTHSTAR TOPCO, LLC
SOLE MEMBER owns 75% or more
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TA ASSOCIATES XI GP, L.P.
GENERAL PARTNER
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TA ASSOCIATES, L.P.
GENERAL PARTNER
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TA XI NS AIV, L.P.
MEMBER owns more than 50% but less than 75%
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TODD PATRICK CLARKE
ELECTED MANAGER
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TODD RICHARD CROCKETT
ELECTED MANAGER
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VERNON RICHARD BARBACK
ELECTED MANAGER
Firms Located Nearby
- Bancwest Investment Services Inc
- Mutual of Omaha Investor Services Inc
- Bridges Investment Management Inc
- Wealthplan Partners Inc
- Goldenrod Capital Advisors LLC
- Bazis & Young Investment Group LLC
- Homan Wealth Advisors LLC
- Mccarthy Partners Management LLC
- Footprints Asset Management & Research Inc
- Silverleaf Advisor Group LLC
Top Holdings
- DBX ETF TR $63,932k
- PIMCO ETF TR $42,423k
- JOHN HANCOCK ETF TRUST $6,064k
- ISHARES TR NATIONAL MUN ETF $5,294k
- SCHWAB STRATEGIC TR US REIT ETF $4,444k
- ENTREPRENEURSHARES SER TRUST $3,564k
- MICRON TECHNOLOGY $663k
- SPDR DOW JONES INDL $503k
- FLEXSHARES TR $439k
- SELECT SECTOR SPDR $337k