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TODD CLARKE: President
Todd Clarke joined CLS in December of 1992 as a Wholesaler. Before becoming President, Todd also held positions as Sales Manager and Executive Vice President of Sales and Marketing. In his current role, Mr. Clarke is responsible for overseeing all aspects of Sales and Marketing, Portfolio Management, and Business Development.
Mr. Clarke received a Bachelor of Science degree in Business Management from Brigham Young University. He currently holds his FINRA Series 7, NASAA Series 63, and NASAA Series 66 securities licenses. Outside CLS, Mr. Clarke participates in the TDAmeritrade Advisory Panel and is a Millard Public Schools Foundation board member.
His hobbies include tennis, fishing, and skiing. Mr. Clarke is married and has four children.
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SCOTT KUBIE, CFA: Chief Investment Strategist and Executive Vice President
Scott Kubie joined CLS as a Portfolio Manager in November 1995. In March of 2002, he was given additional responsibilities as the Director of Research. In response to rapid asset growth at CLS, Mr. Kubie moved to the role of Chief Strategist in June 2005.
Mr. Kubie holds a Bachelor of Arts degree in Business and Economics from Trinity University in San Antonio, Texas, and a Master of Business Administration from the University of Nebraska at Omaha (“UNO”). He holds FINRA Series 6 and NASAA Series 66 securities registrations, as well as the Chartered Financial Analyst (“CFA”) designation.
When he is not working at CLS, Mr. Kubie serves on the Advisory Board for the Finance, Banking, and Law department in the College of Business Administration at UNO. He is also an Adjunct Professor in the department, and teaches the upper-division class “Principles of Investments.” In his spare time, Mr. Kubie enjoys reading, golf, tennis, helping coach his son’s sports teams, teaching Sunday school, and spending time with his family.
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BILL WOSTOUPAL: National Sales Manager
Bill Wostoupal joined CLS Investments, LLC (“CLS”) as a Wholesaler in November of 1994. He was later promoted to Vice President of Sales for Orion Advisor Services, LLC (a sister company to CLS) and then to National Sales Manager for all of NorthStar Financial Services Group, LLC, the parent company of CLS and Orion. As National Sales Manager, Mr. Wostoupal is responsible for managing all aspects of sales, including sales strategies and business development.
Mr. Wostoupal holds an Associate of Arts in Business Administration from Northeast Community College in Norfolk, NE, and a Bachelor of Arts degree in Industrial/Organizational Psychology from the University of Nebraska-Lincoln. He currently holds FINRA Series 7 and NASAA Series 63 and 65 securities registrations. Prior to joining CLS, Mr. Wostoupal spent a few years as an independent financial advisor. He has more than 18 years of experience in the financial services industry.
When he is not working, Mr. Wostoupal enjoys spending time with his family by taking vacations and volunteering at their schools.
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