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Cls Financial Advisors, Inc. CRD 152892
$192M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2015-03-24 |
Branch Locations
9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schultz Group Cpas, Pc | Portland | OR | 01/2000 | Present |
| Cls Financial Advisors | Portland | OR | 06/2012 | Present |
NAME OF OBA: JESUIT HIGH SCHOOL; ADDRESS OF OBA: PORTLAND, OR 97225; NATURE: SKI TEAM COACH; INVESTMENT RELATED: NO; TITLE WITH OBA: SKI TEAM COACH; DUTIES: COACH HIGH SCHOOL SKI RACERS; START DATE: 12/01/2020; APPROX. NUMBER OF HOURS/MONTH: 32 (DECEMBER THROUGH MARCH); APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-17 |
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