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Ryan Royce Berges

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 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

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
Navigator Wealth Management Llc Mclean VA 09/2011 12/2019
Creative Planning, Inc. Overland Park KS 01/2020 12/2020
Unemployed Frederick MD 01/2021 04/2021
Orion Advisor Technology Omaha NE 05/2021 Present
Orion Portfolio Solutions Omaha NE 05/2021 Present
  • 09/2011 → 12/2019
    Navigator Wealth Management Llc
    Mclean, VA
  • 01/2020 → 12/2020
    Creative Planning, Inc.
    Overland Park, KS
  • 01/2021 → 04/2021
    Unemployed
    Frederick, MD
  • 05/2021 → Present
    Orion Advisor Technology
    Omaha, NE
  • 05/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2021-06-07 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Frederick, MD
    Omaha, NE
  • 2020-01-08 → 2021-01-05
    Creative Planning
    Mclean, VA
    Overland Park, KS
    Mclean, VA
  • 2011-11-10 → 2020-01-02
    Optifour Integrated Wealth Management, Llc
    Mclean, VA
  • 2007-04-26 → 2011-07-27
    F.I.G. Financial Advisory Services, Inc.
    Oklahoma City, OK
Other Businesses

Tri-RRB LLC LLC member in storage shed business Not investment related No hours per month Not compensated.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-02
S63 Uniform Securities Agent State Law Examination 1993-05-24
  • S65 Uniform Investment Adviser Law Examination
    2006-03-02
  • S63 Uniform Securities Agent State Law Examination
    1993-05-24

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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