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Orion Portfolio Solutions, LLC CRD 107975
$64.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Advisor Technology | Omaha | NE | 06/2009 | Present |
1 - Mutual First Federal Credit Union 14510 F Street, Ste 101 Omaha, NE 68137 Start Date: 1.1.2019 Member of the volunteer Board of Directors Not investment related 3 hours per month No compensation 2 - OMAHA CYO BASKETBALL - Official Start Date: 12.5.2023 10-12 hours per month Not investment related Compensated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-21 |
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