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Ryan Alden Genor

Cls Financial Advisors, Inc.

Portland, OR

CRD 3130458

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Employer firm

Cls Financial Advisors, Inc. CRD 152892

$192M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cls Financial Advisors, Inc.

9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-03-24
  • OR RA
    APPROVED
    Since 2015-03-24

Branch Locations

9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schultz Group Cpas, Pc Portland OR 01/2000 Present
Cls Financial Advisors Portland OR 06/2012 Present
  • 01/2000 → Present
    Schultz Group Cpas, Pc
    Portland, OR
  • 06/2012 → Present
    Cls Financial Advisors
    Portland, OR
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-17
  • S66 Uniform Combined State Law Examination
    1999-04-17
Designations
  • Personal Financial Specialist
Other Names
  • Ryan A Genor

View on SEC IAPD

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