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Trevor Truax

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 2026-06-29
  • NE RA
    APPROVED
    Since 2026-06-29

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 Omaha NE 06/2026 Present
Orion Portfolio Solutions Omaha NE 06/2026 Present
Orion Omaha NE 08/2025 06/2026
Crossmed Healthcare Omaha NE 07/2024 08/2025
Medical Solutions Omaha NE 10/2021 07/2024
Physicians Mutual Omaha NE 04/2019 10/2021
Hyvee Omaha NE 04/2013 04/2019
  • 06/2026 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2026 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2025 → 06/2026
    Orion
    Omaha, NE
  • 07/2024 → 08/2025
    Crossmed Healthcare
    Omaha, NE
  • 10/2021 → 07/2024
    Medical Solutions
    Omaha, NE
  • 04/2019 → 10/2021
    Physicians Mutual
    Omaha, NE
  • 04/2013 → 04/2019
    Hyvee
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-27
  • S65 Uniform Investment Adviser Law Examination
    2026-06-27

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
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