Curtis L. Shaffer

Employer firm

Momentum Capital Management CRD 339546

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2019
  Sustainable Alternative Feed Enterprises
  Santa Clara, CA
• 02/2019 → 05/2022
  Redlist
  Pleasant Grove, UT
• 05/2022 → 01/2024
  Strategic Financial Solutions
  New York, NY
• 01/2024 → Present
  Cls Capital Inc.
  Reno, NV
• 12/2024 → 03/2026
  Institute For Wealth Management Llc
  Reno, NV
• 03/2026 → Present
  Cvs Capital, Llc Dba Momentum Capital Management
  Reno, NV

Other Businesses

- Name of other business: CLS Capital Inc. - Investment related: No - Address: 10775 Double R Boulevard, Suite 122, Reno NV 89521 - Nature of other business: Administrative and consulting services - Position/title/duties: President - Start date: 01/2024 - Approximate number of hours/month you devote to the other business: 10 - Number of hours you devote to the other business during securities trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-17

Other Names

• Curtis Shaffer