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Benjamin Paul Vaske

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 7378593

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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

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 05/2021 Present
Blue Cross Blue Shield Of Nebraska Omaha NE 06/2019 04/2021
University Of Nebraska - Lincoln Lincoln NE 08/2015 05/2019
Econic, Llc Lincoln NE 11/2017 04/2019
  • 05/2021 → Present
    Omaha, NE
  • 06/2019 → 04/2021
    Blue Cross Blue Shield Of Nebraska
    Omaha, NE
  • 08/2015 → 05/2019
    University Of Nebraska - Lincoln
    Lincoln, NE
  • 11/2017 → 04/2019
    Econic, Llc
    Lincoln, NE
Previous Registrations
  • 2021-06-11 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-10
  • S65 Uniform Investment Adviser Law Examination
    2021-06-10
Other Names
  • Ben Vaske

View on SEC IAPD

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