Unclaimed Profile

Bruce Dean Bischoff

CLS INVESTMENTS, LLC·OMAHA, Nebraska

SIE, Series 7TO, Series 63, Series 65Clean record12 years registeredCLS INVESTMENTS, LLC

17605 WRIGHT STREET, OMAHA, NE 68130CRD# 6153299Firm CRD# 107975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Dean Bischoff · OMAHA, NE

Registration

CRD #6153299 · CLS INVESTMENTS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLS INVESTMENTS, LLC

ADAMS WEALTH ADVISORS

Dec 2025 – Apr 2026

LOGAN, UT

CACHETECH

Feb 2025 – Apr 2026

LOGAN, UT

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – May 2024

OMAHA, NE

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2020 – Jan 2023

PROVIDENCE, UT

CLS INVESTMENTS, LLC

Nov 2013 – Dec 2019

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · November 15, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 107975 · SEC 801-57265

AUM

$53.8B

Regulatory assets under management

Employees

404

299,169 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Dean Bischoff offer?

Bruce Dean Bischoff specializes in Investment Management, Retirement Planning, Wealth Management.

What are Bruce Dean Bischoff's credentials?

Bruce Dean Bischoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Dean Bischoff located?

Bruce Dean Bischoff is based in OMAHA, Nebraska, last registered with CLS INVESTMENTS, LLC.

How does Bruce Dean Bischoff charge for services?

Bruce Dean Bischoff's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLS INVESTMENTS, LLC?

CLS INVESTMENTS, LLC has approximately 404 employees and manages $53.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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