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Investment Adviser Firm Summary

CLS INVESTMENTS, LLC (CRD# 107975 / SEC# 801-57265)
Alternate Names: CLARKE LANZEN SKALLA INVESTMENT FIRM INC , CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC , CLS INVESTMENT FIRM, LLC , CLS INVESTMENTS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 01/01/2000

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 09/12/1994
Alaska 01/20/1998
Arizona 11/16/1994
Arkansas 08/16/1996
California 03/15/2000
Colorado 07/22/1999
Connecticut 06/05/1998
Delaware 05/05/2003
District of Columbia 04/02/2001
Florida 09/19/1990
Georgia 05/07/1991
Hawaii 01/13/1998
Idaho 08/13/1990
Illinois 07/08/1991
Indiana 02/16/2001
Iowa 01/01/2000
Kansas 05/07/1993
Kentucky 11/01/2000
Louisiana 10/01/2001
Maine 04/12/1996
Maryland 07/14/1993
Massachusetts 03/24/1995
Michigan 12/04/1997
Minnesota 03/29/1991
Mississippi 09/29/1997
Missouri 05/25/1990
Montana 01/21/1998
Nebraska 05/31/1990
Nevada 04/22/1996
New Hampshire 01/29/1996
New Jersey 03/29/1993
New Mexico 07/23/1996
New York 04/28/1993
North Carolina 02/16/2001
North Dakota 03/30/2001
Ohio 03/31/1999
Oklahoma 01/01/1998
Oregon 08/22/1991
Pennsylvania 10/02/1992
Puerto Rico 01/14/1998
Rhode Island 07/29/1997
South Carolina 02/16/2001
South Dakota 05/16/1996
Tennessee 06/16/1994
Texas 06/13/1990
Utah 12/31/1991
Vermont 09/05/1995
Virgin Islands 02/18/2009
Virginia 05/21/1991
Washington 12/10/1991
West Virginia 03/29/1996
Wisconsin 05/18/1993

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser