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Erik Michael Hardin

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 2024-09-11
  • NE RA
    APPROVED
    Since 2024-09-11

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 Hebron KY 01/2015 07/2023
Brinker Capital Securities Berwyn PA 01/2022 07/2023
Sei Investments Oaks PA 07/2023 07/2024
Orion Portfolio Solutions Omaha NE 08/2024 Present
Brinker Capital Securities Philadelphia PA 07/2024 Present
  • 01/2015 → 07/2023
    Orion Portfolio Solutions, Llc
    Hebron, KY
  • 01/2022 → 07/2023
    Brinker Capital Securities
    Berwyn, PA
  • 07/2023 → 07/2024
    Sei Investments
    Oaks, PA
  • 08/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 07/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
Previous Registrations
  • 2023-08-04 → 2024-07-23
    Sei Investments Management Corp
    Oaks, PA
    Englewood, CO
  • 2023-01-17 → 2023-07-21
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Englewood, CO
  • 2020-01-23 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Englewood, CO
    Omaha, NE
  • 2016-07-23 → 2019-12-31
    Orion Portfolio Solutions, Llc
    Hebron, KY
    Englewood, CO
  • 2012-02-03 → 2015-03-05
    Weatherstone Capital Management
    Northglenn, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-23
  • S65 Uniform Investment Adviser Law Examination
    2016-08-23

View on SEC IAPD

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Other Offices

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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