ADVISORONE FUNDS
Filed: October 6, 2010
management and administration of mutual funds and mutual funds investment
Owned by: CLS Investments, LLC
Serial Number: 85146851
ADVISORONE
Filed: October 6, 2010
management and administration of mutual funds and mutual funds investment
Owned by: CLS Investments, LLC
Serial Number: 85146852
SHELTER VOLATILITY MANAGEMENT
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for…
Owned by: CLS Investments, LLC
Serial Number: 86166008
CLS INVESTMENTS
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities…
Owned by: CLS Investments, LLC
Serial Number: 86223984
CLS SMART ETF MODELS
Financial management in the field of designing portfolio models comprised of exhange traded funds (ETFs)
Owned by: CLS Investments, LLC
Serial Number: 87637848
CLS SMART ETF MODELS
Financial management in the field of designing portfolio models comprised of exhange traded funds (ETFs)
Owned by: CLS Investments, LLC
Serial Number: 87660469
ADVISOR INSIGHT CONFERENCE
Filed: December 5, 2017
Arranging and conducting business seminars in the field of Financial Services
Owned by: CLS Investments, LLC
Serial Number: 87709083
CLS CLICK
Providing a website featuring non-downloadable software for the input and upload of certain financial data
Owned by: CLS Investments, LLC
Serial Number: 87741749
INVESTOR BLUEPRINT
Filed: November 15, 2018
Financial planning and investment advisory services
Owned by: CLS Investments, LLC
Serial Number: 88194943
CLS INVESTMENTS
Filed: June 3, 2019
Financial management in the field of investment portfolios
Owned by: CLS Investments, LLC
Serial Number: 88456900
