Best Investors Account Sign in

Brandon Christopher Filer

Orion Portfolio Solutions, LLC

Omaha, NE

Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-26
  • NE RA
    APPROVED
    Since 2023-01-26

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
Envestnet Asset Management Chicago IL 06/2013 09/2018
Portfolio Brokerage Services Chicago IL 06/2013 09/2018
Bmo Harris Financial Advisors, Inc. Chicago IL 05/2019 03/2021
Lpl Financial Llc Chicago IL 05/2021 08/2021
Bmo Harris Financial Advisors, Inc. Chicago IL 05/2021 08/2021
Hightower Securities Llc Chicago IL 08/2021 06/2022
Orion Portfolio Solutions Omaha NE 08/2022 Present
Brinker Capital Securities Berwyn PA 08/2022 Present
Bankers Life Securities Chicago IL 09/2018 05/2019
  • 06/2013 → 09/2018
    Envestnet Asset Management
    Chicago, IL
  • 06/2013 → 09/2018
    Portfolio Brokerage Services
    Chicago, IL
  • 05/2019 → 03/2021
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 05/2021 → 08/2021
    Lpl Financial Llc
    Chicago, IL
  • 05/2021 → 08/2021
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 08/2021 → 06/2022
    Hightower Securities Llc
    Chicago, IL
  • 08/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2022 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 09/2018 → 05/2019
    Bankers Life Securities
    Chicago, IL
Previous Registrations
  • 2022-11-30 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2021-05-12 → 2021-08-20
    Lpl Financial Llc
    Chicago, IL
  • 2019-05-06 → 2021-03-24
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 2018-10-11 → 2019-05-07
    Bankers Life Advisory Services, Inc.
    Chicago, IL
  • 2014-08-12 → 2018-09-20
    Envestnet Pmc
    Chicago, IL
  • 2012-02-02 → 2013-06-10
    U.S. Bancorp Advisors, Llc
    Los Angeles, CA
  • 2009-04-06 → 2009-09-21
    Wells Fargo Investments, Llc
    Northridge, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-04
  • S66 Uniform Combined State Law Examination
    2009-04-04

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
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

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor