Best Investors Account Sign in
Inactive

Preston Edward Suttmiller

Orion Portfolio Solutions, LLC

Hebron, KY

Omaha, NE

CRD 7274019

Claim This Profile
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:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-19
  • NE RA
    APPROVED
    Since 2023-01-19

Branch Locations

2300 Litton Ln Ste 102, Hebron, KY 41048 • United States

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 Portfolio Solutions, Llc Omaha NE 07/2020 Present
Upshift Work, Llc Cincinnati OH 09/2019 06/2020
Village Green Cincinnati OH 02/2017 09/2019
Northern Kentucky Chamber Of Commerce Fort Mitchell KS 06/2016 01/2017
  • 07/2020 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 09/2019 → 06/2020
    Upshift Work, Llc
    Cincinnati, OH
  • 02/2017 → 09/2019
    Village Green
    Cincinnati, OH
  • 06/2016 → 01/2017
    Northern Kentucky Chamber Of Commerce
    Fort Mitchell, KS
Previous Registrations
  • 2020-09-17 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-17
  • S65 Uniform Investment Adviser Law Examination
    2020-09-17

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.

Nearby Investors

MARK LOUIS WEISS
Jacob Thomas Childers
Timothy Jonathon William Noe

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hebron, KY
ORION PORTFOLIO SOLUTIONS, LLC · HEBRON, KY
PNC WEALTH MANAGEMENT LLC · CLEVES, OH

More in Hebron, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor