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Carson Scharff

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 2024-08-23
  • NE RA
    APPROVED
    Since 2024-08-23

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
Orion Portfolio Solutions Omaha NE 07/2024 Present
University Of Nebraska-Lincoln Lincoln NE 08/2020 05/2024
Cornhusker Bank Lincoln NE 09/2023 02/2024
Charles Schwab Omaha NE 06/2023 08/2023
Douglas County Omaha NE 05/2022 08/2022
Neher Enterprises Llc Gretna NE 05/2021 07/2021
Quality Pro Painting Services Omaha NE 04/2020 08/2020
Millard United Sports Omaha NE 08/2016 10/2019
Millard Public Schools Omaha NE 08/2007 05/2020
  • 07/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2020 → 05/2024
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 09/2023 → 02/2024
    Cornhusker Bank
    Lincoln, NE
  • 06/2023 → 08/2023
    Charles Schwab
    Omaha, NE
  • 05/2022 → 08/2022
    Douglas County
    Omaha, NE
  • 05/2021 → 07/2021
    Neher Enterprises Llc
    Gretna, NE
  • 04/2020 → 08/2020
    Quality Pro Painting Services
    Omaha, NE
  • 08/2016 → 10/2019
    Millard United Sports
    Omaha, NE
  • 08/2007 → 05/2020
    Millard Public Schools
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
Other Names
  • Carson James Scharff

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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