Profile
Paula Rae Wieck worked as an Equity Analyst at Ameritrade Holding Corp.
She then served as a Portfolio Manager at CLS Investments LLC from 2006 to 2018.
Additionally, she worked as a Principal at Orion Advisor Services LLC.
Ms. Wieck obtained her undergraduate degree from the University of Nebraska.
Former positions of Paula Rae Wieck
| Companies | Position | End |
|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 2018-02-22 |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Corporate Officer/Principal | - |
Ameritrade Holding Corp.
 Ameritrade Holding Corp. Investment Banks/BrokersFinance Ameritrade Holding Corp. develops and provides innovative brokerage products and services tailored to meet the varying investing and portfolio management needs of individual investors and institutional distribution partners. The company is headquartered in Omaha, NE. | Corporate Officer/Principal | - |
Training of Paula Rae Wieck
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Ameritrade Holding Corp.
Ameritrade Holding Corp. Investment Banks/BrokersFinance Ameritrade Holding Corp. develops and provides innovative brokerage products and services tailored to meet the varying investing and portfolio management needs of individual investors and institutional distribution partners. The company is headquartered in Omaha, NE. | Finance |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous |
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