Clarke Lanzen Skalla Investment Firm, LLC (Omaha)

Name: Clarke Lanzen Skalla Investment Firm, LLC
Address: 4020 South 147 Th Street, Omaha, NE, 68137
Telephone: 402-493-3313

Clarke Lanzen Skalla Investment Firm, LLC is a large advisory firm based in Omaha. It manages $2.21 billion of regulatory assets for 34,151 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Clarke Lanzen Skalla Investment Firm provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clarke Lanzen Skalla Investment Firm: assets under management

The assets under management (AUM) of Clarke Lanzen Skalla Investment Firm, LLC is $2.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clarke Lanzen Skalla Investment Firm, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clarke Lanzen Skalla Investment Firm, LLC

Warren Patrick Clarke has been acting as President since 1 Oct 1999. Robert Michael Jergovic has served as the Chief Investment Officer since 1 Mar 2002. Todd Patrick Clarke joined the executive team most recently as the Executive Vice President Of Sales.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Warren Patrick Clarke	Chief executive officer/manager	1 Mar 1989	Other	48081
Warren Patrick Clarke	Chief executive officer/director	1 Oct 1999	Other	48081
Ann Terese Zemann	Chief compliance officer	1 May 2001	Other	2731611
Brian Spencer Nielsen	General counsel	1 Sep 2001	Other	4455509
Robert Michael Jergovic	Chief investment officer	1 Mar 2002	Other	715341
Scott Richard Kubie	President/director	1 Feb 2003	Other	2958475
Michael Miola	Director	1 Feb 2003	Other	1255741
Llc Northstar Financial Services Group	100% shareholder	1 Feb 2003	75% - 100%	22-3893560
Todd Patrick Clarke	Executive vice president of sales	1 Feb 2005	Other	2302776
Eric Reese Clarke	Chief operations officer	1 Feb 2005	Other	2917776
Brian Vincent Vinchur	Treasurer	1 Feb 2005	Other	2212415

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Warren Patrick Clarke	Member/manager	1 Feb 2003	50% - 75%	48081

Based in Omaha

The principal office where Clarke Lanzen Skalla Investment Firm, LLC performs its advisory services is located at 4020 South 147 Th Street, Omaha, NE 68137, which is also the mailing address of the firm. An additional office of the firm is in El Dorado Hills, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 402-493-3313 or by fax 402-493-2811. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at clsinvest.com.