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Douglas Edward Mccash

CLS INVESTMENTS, LLC·OMAHA, Nebraska
Unclaimed Profile
4020 SOUTH 147TH STREET, OMAHA, NE 68137CRD# 5160163Firm CRD# 107975
01

About

Douglas Edward Mccash is a registered financial advisor based in OMAHA, Nebraska, affiliated with CLS INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ORION PORTFOLIO SOLUTIONS, LLC
ORION PORTFOLIO SOLUTIONS, LLC
AUM
$53.8B
Regulatory assets under management
Employees
404
Total firm employees
View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5160163
Firm CRD# 107975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Edward Mccash offer?
Douglas Edward Mccash specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Douglas Edward Mccash's credentials?
Douglas Edward Mccash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Edward Mccash located?
Douglas Edward Mccash is based in OMAHA, Nebraska, working with CLS INVESTMENTS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Douglas Edward Mccash charge for services?
Douglas Edward Mccash'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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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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