Thomas Kessinger Rathmell Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → Present
  Brinker Capital
  Berwyn, PA
• 01/2022 → Present
  Orion Portfolio Solutions
  Omaha, NE

Previous Registrations

• 2022-01-11 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Berwyn, PA
• 2020-10-19 → 2021-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2006-05-10 → 2020-10-16
  Brinker Capital Inc
  Berwyn, PA
• 2003-09-15 → 2005-10-31
  Davidson Capital Management
  Devon, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-26

Designations

• Chartered Financial Analyst

Other Names

• Thomas Kessinger Rathmell Wilson