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Todd Patrick Clarke

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
TX RA APPROVED_RES 2013-02-28
NE RA APPROVED 1994-05-31
  • TX RA
    APPROVED_RES
    Since 2013-02-28
  • NE RA
    APPROVED
    Since 1994-05-31

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
Cls Investments, Llc Omaha NE 12/1992 Present
Northern Lights Distributors, Llc Omaha NE 02/2003 06/2018
Northstar Financial Services Group, Llc Omaha NE 09/2016 06/2018
Northstar Topco, Llc Omaha NE 04/2015 Present
  • 12/1992 → Present
    Cls Investments, Llc
    Omaha, NE
  • 02/2003 → 06/2018
    Northern Lights Distributors, Llc
    Omaha, NE
  • 09/2016 → 06/2018
    Northstar Financial Services Group, Llc
    Omaha, NE
  • 04/2015 → Present
    Northstar Topco, Llc
    Omaha, NE
Other Businesses

AS OF AUGUST 2017, MR. CLARKE IS ALSO THE MANAGER OF JACOB PARTNERS PROPERTIES, LLC, A RENTAL PROPERTY MANAGEMENT COMPANY LOCATED AT 3105 S 174TH CIRCLE, OMAHA, NE 68130 WHERE HE SPENDS APPROXIMATELY 2 HOURS PER MONTH TOWARDS THIS NON-INVESTMENT RELATED ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-15
S63 Uniform Securities Agent State Law Examination 1993-02-09
  • S65 Uniform Investment Adviser Law Examination
    1998-12-15
  • S63 Uniform Securities Agent State Law Examination
    1993-02-09

View on SEC IAPD

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