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Preston Edward Suttmiller

Orion Portfolio Solutions, LLC

Hebron, KY

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 2023-01-19
  • 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

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hebron, KY
ORION PORTFOLIO SOLUTIONS, LLC · HEBRON, KY
PNC WEALTH MANAGEMENT LLC · CLEVES, OH
FIFTH THIRD SECURITIES, INC. · CLEVES, OH
FIFTH THIRD SECURITIES, INC. · HEBRON, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Hebron, KY
LPL FINANCIAL LLC · CINCINNATI, OH
PRIVATE ADVISOR GROUP, LLC · Cincinnati, OH

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