Cade Allen Denazario Akers

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

• 12/2015 → 05/2017
  Charles Schwab Bank
  Redmond, WA
• 11/2021 → Present
  Orion Advisor Technology
  Omaha, NE
• 11/2021 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 05/2017 → 11/2021
  Charles Schwab & Co Inc
  Redmond, WA
• 12/2018 → 12/2019
  Bellevue College
  Bellevue, WA

Previous Registrations

• 2021-12-08 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Seattle, WA
  Omaha, NE
• 2016-01-28 → 2021-11-15
  Charles Schwab & Co., Inc.
  Austin, TX
  Bellingham, WA
  Lynnwood, WA
  Redmond, WA
  Lynnwood, WA

Other Businesses

Landlord Not investment related Rental Landlord and receive rental income. Start Date: 1.2025

Exams

• S66 Uniform Combined State Law Examination
  2016-01-28
• S63 Uniform Securities Agent State Law Examination
  2015-01-27

Designations

• Certified Financial Planner

Other Names

• Akers Cade Allen Denazario
• Cade Denazario Akers
• Cade Akers
• Cade Allen Akers