Brandon Christopher Filer

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

• 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

• S66 Uniform Combined State Law Examination
  2009-04-04