Eric Clarke

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → 11/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 02/2003 → Present
  Orion Advisor Technology, Llc
  Omaha, NE
• 12/2004 → 04/2018
  Constellation Trust Company
  Omaha, NE
• 04/2018 → Present
  Orion Advisor Solutions, Llc
  Omaha, NE

Previous Registrations

• 2020-01-13 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2010-10-22 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

Constellation Wealth Capital Operating Advisor Start Date: 2.12.2014 Not Investment Related Compensated Signature FD Board Member Start Date 1.1.2024 Investment related Compensated LifeX Board Member 10 hours per month Investment related Compensated Great Gray Trust Company Board Member 10 hours per month Investment related Compensated Wealth Enhancement Group AI Consultant Start Date: 6.15.2025 Not Investment Related Compensated 5-10 hours / month hamachi.ai Co-Founder Provider of agentic AI to professional service experts. Not Investment Related. Not currently compensated. Start Date 5.2025 Tax Status Board Member Provider of API Compensated Not Investment Related Start Date 8.2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-18
• S66 Uniform Combined State Law Examination
  1997-12-06

Other Names

• Eric Reese Clarke