Best Investors Account Sign in

Shaun Douglas Kardell

Orion Portfolio Solutions, LLC

Omaha, NE

Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

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
Orion Advisor Services, Llc Omaha NE 01/2014 06/2020
Northern Lights Distributors, Llc Omaha NE 01/2014 12/2019
Orion Portfolio Solutions, Llc Omaha NE 06/2020 Present
Brinker Capital Securities Llc Berwyn PA 11/2021 Present
  • 01/2014 → 06/2020
    Orion Advisor Services, Llc
    Omaha, NE
  • 01/2014 → 12/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 06/2020 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 11/2021 → Present
    Brinker Capital Securities Llc
    Berwyn, PA
Previous Registrations
  • 2020-12-03 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2013-03-26 → 2013-05-24
    Waddell & Reed
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-03
S66 Uniform Combined State Law Examination 2013-03-18
  • S65 Uniform Investment Adviser Law Examination
    2020-12-03
  • S66 Uniform Combined State Law Examination
    2013-03-18
Other Names
  • Shaun D Kardell

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

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

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor