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CLS Financial Advisors Logo
CLS Financial Advisors CB Rank
329076
Heat Score
65
CLS Financial Advisors specializes in tax planning, investment strategies, retirement management, college savings, and fiduciary services.
Founded
obfuscation
Private Portland, Oregon, United States1-10 www.clsadvisors.com/
Advice
Financial Services
Impact Investing
Professional Services
Retirement
Overview

CLS Financial Advisors
Heat Score
65

Growth Score
pts
in past quarter
Heat Score 65
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CLS Financial Advisors

CB Rank
329076
CLS Financial Advisors specializes in tax planning, investment strategies, retirement management, college savings, and fiduciary services.
Founded
obfuscation
Private Portland, Oregon, United States1-10 www.clsadvisors.com/
Advice
Financial Services
Impact Investing
Professional Services
Retirement

Key People

Details

Legal Name CLS Financial Advisors, Inc.
Operating Status Active
Company Type For Profit
Founders  Lori Pajunen Luck, Sarah Lane
Phone Number +1 503-244-8879
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
CLS Financial Advisors offers comprehensive financial planning services, including tax planning, retirement planning, estate planning, and cash flow management.
Investment Management
The firm provides investment management services, focusing on diversified portfolios tailored to clients' risk tolerance and preferences.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69.5KThis year, CLS Financial Advisors is projected to spend $69.5K on IT, according to Aberdeen.

Active Website Tech Count

5CLS Financial Advisors is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, Google Maps, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is CLS Financial Advisors's headquarters? CLS Financial Advisors is located in Portland, Oregon, United States.Who are CLS Financial Advisors's competitors? Alternatives and possible competitors to CLS Financial Advisors may include Charles Schwab, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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