1972

W. Patrick Clarke began serving the financial services industry as a Stockbroker in 1972 after graduating in 1970 with a BSBA with an emphasis in Marketing & Finance from Brigham Young University, in Provo, UT.

1975

In 1975 as people began to seek more holistic, less product-specific advice from their traditional financial service providers, Patrick took advantage of the changing landscape and started a financial planning firm in Omaha, Nebraska. A pioneer in his field, Patrick developed a methodology for individual investing, based on clients' unique situations.

1989

As other financial planners were requesting that Patrick use his methodology for their clients, he saw another opportunity. In December of 1989, CLS Investments, LLC, an asset allocation firm, was formed to realize his ambition of third party management. Mr. Clarke has been instrumental in growing the company from $20 million under management to more than $4 billion today.

2002

In 2002, he formed NorthStar Financial Services Group, LLC, where he currently serves as co-chairman. NorthStar is the holding company for CLS Investments, LLC and Patrick’s partners' company, Gemini Fund Services, LLC.

2004

NorthStar formed an additional subsidiary in 2004. Northern Lights Distributors, LLC is a broker/dealer that distributes mutual funds as well as provides securities registration and compliance related services.

2004

Orion Advisor Services, LLC is another NorthStar subsidiary company which provides a proprietary mutual fund trading platform and performs all back office administrative and operational services to investment advisors. The AdvisorLynx software Orion provides was created in 1999 for the internal use of CLS.

2004

Mr. Clarke owns another company, Forum Financial Consultants, LLC, which is a financial planning firm that services the original clients from his first firm. Patrick enjoys staying in touch with the investing public and the longevity of his client relationships.

2005

In 2005, Patrick and his partner in NorthStar, Michael Miola, formed and capitalized Constellation Trust Company to provide custody services for all of the assets under the NorthStar umbrella.

Mr. Clarke is a member of the Financial Planners Association and is on the FPA Board of Nebraska. He is also on the Investment Committee for CLS Investments, LLC and the Investment Committee for the Mid-America Council of Boy Scouts of America. Patrick has served various roles in community and charitable organizations. When he is not working, Mr. Clarke enjoys boating, snow skiing, golfing, and spending time with his family.