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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 | 08/2013 | Present |
| Orion Portfolio Solutions | Omaha | NE | 08/2013 | Present |
NORDSTROM TREE FARM NOT INVESTMENT RELATED 11401 PAWNEE ROAD, OMAHA, NE 68142 CHRISTMAS TREE FARM / MANAGE LOADING TREE ZONE 20 HOURS / YEAR - NOT DURING BUSINESS / TRADING HOURS START DATE: 11/2004 Nordstrom Strength LLC OWNER NOT INVESTMENT RELATED PERSONAL TRAINING PARTNERSHIP COMPENSATED START DATE 9/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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