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CLS FINANCIAL ADVISORS, INC.

PORTLAND, OR · CRD 152892 · IAPD ↗ · clsadvisors.com · (503) 244-8879

$192.0MRegulatory AUM
3Advisory reps
5Employees
6Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2025 — CLS FINANCIAL ADVISORS, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
January 2025 — CLS FINANCIAL ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.