Unclaimed Profile

Justin Eugene Kullman

CLS INVESTMENTS, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record9 years registeredCLS INVESTMENTS, LLC

17605 WRIGHT STREET, OMAHA, NE 68130CRD# 4579238Firm CRD# 107975

Profile Verification

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

Identity

Justin Eugene Kullman · OMAHA, NE

Registration

CRD #4579238 · CLS INVESTMENTS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2022 – Jan 2023

OMAHA, NE

BRINKER CAPITAL INVESTMENTS, LLC.

Sep 2016 – Dec 2021

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · September 16, 2016

Years registered · 9

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 Justin Eugene Kullman offer?

Justin Eugene Kullman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Justin Eugene Kullman's credentials?

Justin Eugene Kullman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Eugene Kullman located?

Justin Eugene Kullman is based in OMAHA, Nebraska, working with CLS INVESTMENTS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Justin Eugene Kullman charge for services?

Justin Eugene Kullman'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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