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Jamie Lynn Rottinghaus

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 2023-01-23
  • NE RA
    APPROVED
    Since 2023-01-23

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
Cnb Custody Seneca KS 04/2016 05/2021
Orion Advisor Technology Omaha NE 05/2021 Present
Orion Portfolio Solutions Omaha NE 05/2017 Present
  • 04/2016 → 05/2021
    Cnb Custody
    Seneca, KS
  • 05/2021 → Present
    Orion Advisor Technology
    Omaha, NE
  • 05/2017 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2021-07-07 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Seneca, KS
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-05
S66 Uniform Combined State Law Examination 2014-03-07
  • S65 Uniform Investment Adviser Law Examination
    2021-07-05
  • S66 Uniform Combined State Law Examination
    2014-03-07
Other Names
  • Jamie Lynn Engelken
  • Jamie Engelken

View on SEC IAPD

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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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