# CLS Financial Advisors

CLS Financial Advisors is a RIA based in Portland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** clsfn.com
- **LinkedIn:** https://www.linkedin.com/company/cls-financial-advisors

## Regulatory record

- **CRD number:** 152892
- **SEC file number:** 801-127014
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152892

## About

At CLS Financial we are focused on your big picture, providing comprehensive and proactive financial advice | A financial advisor should do more than just manage your investment portfolio: at CLS Financial, we are focused on your entire life, providing holistic and proactive financial advice to grow your wealth. But we can’t do it alone. We think it is critically important to partner with you to collaboratively reach financial goals.

## Sectors

- Real Estate
- Private Credit
- Alternative Investments

## Related profiles

- [THE RETIREMENT PLANNERS, USA, LLC](https://altss.com/profile/the-retirement-planners-usa-llc)
- [HYLINE WEALTH](https://altss.com/profile/hyline-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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