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Timothy Andrew Koester

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 7491547

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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:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-20
  • NE RA
    APPROVED
    Since 2023-01-20

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 Advisor Technology Omaha NE 01/2022 Present
Orion Portfolio Solutions Hebron KY 05/2018 Present
University Of Kentucky Lexington KY 08/2014 05/2018
  • 01/2022 → Present
    Orion Advisor Technology
    Omaha, NE
  • 05/2018 → Present
    Orion Portfolio Solutions
    Hebron, KY
  • 08/2014 → 05/2018
    University Of Kentucky
    Lexington, KY
Previous Registrations
  • 2022-02-15 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Hebron, KY
Other Businesses

Doordash Driver Not investment related 40 hours per month Compensated

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-11
Other Names
  • Tim Koester

View on SEC IAPD

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