Matthew Scott Schuster

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

• 06/2026 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 07/2023 → 06/2026
  Tributary Capital Management
  Omaha, NE
• 03/2017 → 06/2023
  Ts Bank
  Council Bluffs, IA
• 11/2015 → 03/2017
  Applied Underwriters
  Omaha, NE
• 06/2026 → Present
  Orion Portfolio Solutions
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-24