CLS FINANCIAL ADVISORS, INC.
CRD #152892 SEC #801-127014 PORTLAND, OR (503) 244-8879
SEC Registered
Total AUM
$166.7M
Discretionary
$146.6M
Employees
5
Clients
51
Accounts
321
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAJUNEN-LUCK, LORI, LOUISE | I | PRESIDENT | NA | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | PRESIDENT | NA | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | PRESIDENT | NA | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | PRESIDENT | NA | Control |
| GENOR, RYAN, ALDEN | I | PRESIDENT | D | Control |
| GENOR, RYAN, ALDEN | I | PRESIDENT | D | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | D | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | D | Control |
| LORI PAJUNEN LUCK TRUST | DE | OWNER | D | |
| LORI PAJUNEN LUCK TRUST | DE | OWNER | D | |
| LORI PAJUNEN LUCK TRUST | DE | OWNER | D | |
| LORI PAJUNEN LUCK TRUST | DE | OWNER | D | |
| LORI PAJUNEN LUCK TRUST | DE | OWNER | D | |
| PAJUNEN-LUCK, LORI, LOUISE | I | PRESIDENT | D | Control |
| GENOR, RYAN, ALDEN | I | VICE PRESIDENT | C | Control |
| GENOR, RYAN, ALDEN | I | VICE PRESIDENT | C | Control |
| GENOR, RYAN, ALDEN | I | VICE PRESIDENT | C | Control |
| GENOR, RYAN, ALDEN | I | VICE PRESIDENT | C | Control |
| GENOR, RYAN, ALDEN | I | VICE PRESIDENT | C | Control |
| LANE, SARAH, LYNNE | I | SECRETARY, TREASURER, AND CHIEF COMPLIANCE OFFICER | A | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | A | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | A | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | A | Control |
| LANE, SARAH, LYNNE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, AND FINANCIAL PLANNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LUCK, CAMERON, D. | I | LORI PAJUNEN LUCK TRUST | F | |
| LUCK, CAMERON, D. | I | LORI PAJUNEN LUCK TRUST | F | |
| LUCK, CAMERON, D. | I | LORI PAJUNEN LUCK TRUST | F | |
| LUCK, CAMERON, D. | I | LORI PAJUNEN LUCK TRUST | F | |
| PAJUNEN-LUCK, LORI, LOUISE | I | LORI PAJUNEN LUCK TRUST | F | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | LORI PAJUNEN LUCK TRUST | F | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | LORI PAJUNEN LUCK TRUST | F | Control |
| PAJUNEN-LUCK, LORI, LOUISE | I | LORI PAJUNEN LUCK TRUST | F | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (3)
CA OR WA
Address
9700 SW CAPITOL HWYSUITE 285
PORTLAND, OR 97219-5292
United States
Phone: (503) 244-8879