CLS Investments, LLC Employee Directory

Financial ServicesNebraska, United States51-200 Employees

CLS Investments, LLC (“CLS”), (www.clsinvest.com) is a professional money management firm and an SEC registered investment advisor.  CLS partners with bank trust officers, financial advisors, retirement plan sponsors, and countless other financial professionals to help individual investors achieve their financial goals.  CLS delivers financial solutions primarily through a unique investment methodology called Risk Budgeting.

WINNER ETF.com ETF Investor of the Year Award 2017
WINNER Wealth Management’s ETF Strategist of the Year Award 2016
4-TIME FINALIST ETF.com ETF Strategist of the Year Award 2014-2017
 
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

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

CLS Investments, LLC Global Highlights

Location
Employees

North America
65

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  • United States Of America
    65

CLS Investments, LLC's Leadership

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    W. C.
    Chief Executive Officer
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    R. V.
    Chief Investment Officer
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    R. B.
    Chief Operating Officer
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    D. P.
    Vp Key Accounts
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    T. H.
    President
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    K. C.
    Co-Founder And Post Production Manager
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    M. N.
    Vice President
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  • Stylized image of a person
    B. R.
    Vice President
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Contact profiles from CLS Investments, LLC

Name
Title
Contact Info
Location
Last Update
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    N. F.
    Sales Scheduler
    Phone icon
    United StatesNebraska
    Aug 12, 2025
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    N. P.
    New Business Specialist
    Phone icon
    United StatesNebraska
    Oct 23, 2025
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    A. W.
    Advisor Consultant
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    UNITED STATES
    Apr 07, 2023
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    B. M.
    Business Development Coordinator
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    G. J.
    New Business Processor I
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    United StatesNebraska
    Oct 24, 2024
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    H. H.
    Real Estate Analyst
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    Oct 22, 2024
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    J. G.
    Portfolio Administrator
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    Oct 21, 2024
  • Stylized image of a person
    L. W.
    Secretary
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    Oct 21, 2024
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    M. S.
    Residential Retention Representative
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. R.
    Hybrid Mutual Fund Wholesaler
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    Oct 23, 2024

Frequently Asked Questions

What is CLS Investments, LLC known for?

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CLS Investments, LLC was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CLS Investments, LLC's company overview page for more information.

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

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CLS 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?

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CLS Investments, LLC has approximately 51 employees as of December 2025. 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 December 2025, CLS Investments, LLC's key employees include:

  • Chief Executive Officer: W. C.
  • Chief Investment Officer: R. V.
  • Chief Operating Officer: R. B.
  • Vp Key Accounts: D. P.
  • President: T. H.

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