Best Investors Account Sign in

John Peter Browning

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 5834437

Claim This Profile
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 2023-08-18
  • NE RA
    APPROVED
    Since 2023-08-18

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
Paychex Denver CO 08/2016 04/2019
Paychex Securities Corporation Denver CO 08/2016 04/2019
Equity Advisor Solutions Denver CO 04/2019 07/2023
Brinker Capital Securities, Llc Berwyn PA 07/2023 Present
Orion Portfolio Solutions Omaha NE 07/2023 Present
  • 08/2016 → 04/2019
    Paychex
    Denver, CO
  • 08/2016 → 04/2019
    Paychex Securities Corporation
    Denver, CO
  • 04/2019 → 07/2023
    Equity Advisor Solutions
    Denver, CO
  • 07/2023 → Present
    Brinker Capital Securities, Llc
    Berwyn, PA
  • 07/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2010-10-11 → 2011-06-10
    Maryland Heights, MO
    Maryland Heights, MO
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-08
  • S66 Uniform Combined State Law Examination
    2010-10-08
Other Names
  • John Browning
  • John Peter Browning
  • John P Browning

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor