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Kylee Marie Beach

Orion Portfolio Solutions, LLC

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-20
  • NE RA
    APPROVED
    Since 2023-01-20

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Financial Services Group, Llc Omaha NE 12/2011 03/2018
Orion Advisor Technology, Llc Omaha NE 05/2014 Present
Northstar Financial Services Group, Llc Omaha NE 01/2019 Present
Orion Advisor Solutions, Llc Omaha NE 01/2018 Present
  • 12/2011 → 03/2018
    Northstar Financial Services Group, Llc
    Omaha, NE
  • 05/2014 → Present
    Orion Advisor Technology, Llc
    Omaha, NE
  • 01/2019 → Present
    Northstar Financial Services Group, Llc
    Omaha, NE
  • 01/2018 → Present
    Orion Advisor Solutions, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-30
  • S65 Uniform Investment Adviser Law Examination
    2013-09-30
Other Names
  • Kylee Marie Bendfeldt
  • Kylee Marie Pohl

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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