Gerald Edward Matzke

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2017
  First Westroads Bank
  Omaha, NE
• 04/2017 → 08/2019
  Lincoln Financial Advisors
  Omaha, NE
• 08/2019 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 01/2022 → Present
  Brinker Capital Securities
  Berwyn, PA

Previous Registrations

• 2019-09-04 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2017-07-31 → 2019-08-13
  Osaic Fa, Inc.
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2017-07-26

Other Names

• Jered Matzke
• Gerald Edward Matzke
• Gerald Edward Matzke