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John Michael Hoffman

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
PA RA APPROVED 2023-01-24
  • PA RA
    APPROVED
    Since 2023-01-24

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
Orion Portfolio Solutions Omaha NE 01/2026 Present
Orion Portfolio Solutions Omaha NE 10/2021 Present
Kpmg Llp Pittsburgh PA 06/2018 10/2021
University Of Pittsburgh Pittsburgh PA 12/2011 04/2019
  • 01/2026 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2018 → 10/2021
    Kpmg Llp
    Pittsburgh, PA
  • 12/2011 → 04/2019
    University Of Pittsburgh
    Pittsburgh, PA
Previous Registrations
  • 2021-12-23 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-23
  • S65 Uniform Investment Adviser Law Examination
    2021-12-23
Designations
Other Names
  • John Michael Hoffman

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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