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Andrea J Iseminger

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 5086839

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Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

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 07/2005 12/2019
Northern Lights Distributors, Llc Omaha NE 06/2006 12/2016
Orion Portfolio Solutions, Llc Omaha NE 07/2005 Present
Brinker Capital Securities Berwyn PA 11/2021 Present
  • 07/2005 → 12/2019
    Cls Investments, Llc
    Omaha, NE
  • 06/2006 → 12/2016
    Northern Lights Distributors, Llc
    Omaha, NE
  • 07/2005 → Present
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 11/2021 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-30
  • S65 Uniform Investment Adviser Law Examination
    2013-12-30
Other Names
  • Andy Wilkinson
  • Andrea Joan Galloway
  • Andrea Joan Wilkinson Iseminger

View on SEC IAPD

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