Lori
Pajunen-Luck
Cls Financial Advisors, Inc
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About this Advisor
Lori Pajunen-Luck is a financial advisor based in Portland, Oregon, working with Cls Financial Advisors, Inc. Lori has previously held positions at Cls Financial Advisors, LLC and Schultz Group Cpas, Pc. Lori is registered to provide services in Oregon. Currently, Lori is part of Cls Financial Advisors, Inc, which operates out of Portland, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $138.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cls Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
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Cls Financial Advisors, Inc Brokerage Details
$138,928,682
5
305
$455,504
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lori Pajunen-Luck Work History
Cls Financial Advisors, LLC
Schultz Group Cpas, Pc
Schultz Group Cpas, Pc
Disclosures
Please visit the SEC profile of Lori Pajunen-Luck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cls Financial Advisors, Inc
Portland, OR
Portland, OR
Portland, OR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
