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CLS Investments, LLC Employee Directory

Financial ServicesNebraska, United States51-200 Employees

CLS Investments, LLC is a professional money management firm and SEC-registered investment adviser in the financial services industry. It is headquartered at 17605 Wright Street, Omaha, Nebraska 68130, United States, and employs 51 to 200 people. The firm partners with bank trust officers, financial advisors, retirement plan sponsors, and other financial professionals to serve individual investors, delivering financial solutions primarily through its Risk Budgeting investment methodology. CLS has a history of ETF-related activity, including launching Smart ETF Models in 2017 and receiving ETF-focused awards in 2016 and 2017. The company maintains the website clsinvest.com.

Find CLS Investments, LLC employees' phone numbers or email addresses

CLS Investments, LLC Global Highlights

Location
Employees

North America
68

Minus sign iconPlus sign icon
  • United States Of America
    68

CLS Investments, LLC's Leadership

  • Stylized image of a person
    W. C.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    T. H.
    President
    Mobile Phone
  • Stylized image of a person
    K. C.
    Co-Founder And Post Production Manager
    Mobile Phone
  • Stylized image of a person
    E. G. B.
    Svp Of Strategic Relationships At Orion Advisor Solutions Llc
    Mobile Phone
  • Stylized image of a person
    S. D.
    Vice President
    Mobile Phone
  • Stylized image of a person
    B. T. B. C.
    Director Of New Solutions And Client Experience
    Mobile Phone
  • Stylized image of a person
    R. B.
    Director Of Trading
    Mobile Phone
  • Stylized image of a person
    J. C.
    Project Manager Information Technology Solutions
    Mobile Phone

CLS Investments, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Program & Project Management
  • Supply Chain
  • Other

Contact profiles from CLS Investments, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Portfolio Administrator
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. W.
    Secretary
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Hybrid Mutual Fund Wholesaler
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is CLS Investments, LLC known for?

Minus sign iconPlus sign iconCLS Investments, LLC was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-402-493-****
. Explore CLS Investments, LLC's company overview page for more information.

What is CLS Investments, LLC's most common email format?

Minus sign iconPlus sign iconCLS Investments, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CLS Investments, LLC email formats with LeadIQ.

How many employees does CLS Investments, LLC have currently?

Minus sign iconPlus sign iconCLS Investments, LLC has approximately 51 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CLS Investments, LLC's key employees and leadership?

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As of July 2026, CLS Investments, LLC's key employees include:

  • Chief Executive Officer: W. C.
  • President: T. H.
  • Co-Founder And Post Production Manager: K. C.
  • Svp Of Strategic Relationships At Orion Advisor Solutions Llc: E. G. B.
  • Vice President: S. D.

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