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Paul Robert Wick

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 2023-07-03
  • NE RA
    APPROVED
    Since 2023-07-03

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
Northern Lights Distributors, Llc Omaha NE 03/2015 11/2019
Gemini Alternative Funds, Llc Chicago IL 03/2015 11/2019
Orion Advisor Solutions Omaha NE 03/2015 Present
Orion Portfolio Solutions Omaha NE 03/2015 Present
  • 03/2015 → 11/2019
    Northern Lights Distributors, Llc
    Omaha, NE
  • 03/2015 → 11/2019
    Gemini Alternative Funds, Llc
    Chicago, IL
  • 03/2015 → Present
    Orion Advisor Solutions
    Omaha, NE
  • 03/2015 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2015-04-22 → 2016-09-16
    Orion Portfolio Solutions, Llc
    Chicago, IL
    Omaha, NE
  • 2012-03-23 → 2015-03-18
    Td Ameritrade, Inc.
    Chicago, IL
    San Diego, CA
  • 2012-03-23 → 2015-03-18
    Td Ameritrade Investment Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
S66 Uniform Combined State Law Examination 2010-07-02
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29
  • S66 Uniform Combined State Law Examination
    2010-07-02
Other Names
  • Paul R Wick

View on SEC IAPD

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Other Investors

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Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

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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