Unclaimed Profile

Warren Patrick Clarke

CLS INVESTMENTS, LLC·OMAHA, Nebraska

Series 1, Series 24, Series 63, Series 6536 years registeredCLS INVESTMENTS, LLC

4020 SOUTH 147TH STREET, OMAHA, NE 68137CRD# 48081Firm CRD# 107975

Profile Verification

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

Identity

Warren Patrick Clarke · OMAHA, NE

Registration

CRD #48081 · CLS INVESTMENTS, LLC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLS INVESTMENTS, LLC

CLS INVESTMENTS, LLC

Jun 1990 – Dec 2012

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · June 13, 1990

Years registered · 36

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Warren Patrick Clarke offer?

Warren Patrick Clarke specializes in Investment Management, Retirement Planning, Wealth Management.

What are Warren Patrick Clarke's credentials?

Warren Patrick Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Warren Patrick Clarke located?

Warren Patrick Clarke is based in OMAHA, Nebraska, last registered with CLS INVESTMENTS, LLC.

How does Warren Patrick Clarke charge for services?

Warren Patrick Clarke'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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