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Daniel Edward Mattern

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 2026-08-11
  • NE RA
    APPROVED
    Since 2026-08-11

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 07/2026 Present
Orion Portfolio Solutions Omaha NE 10/2025 Present
Envestnet Berwyn PA 01/2019 01/2023
Envestnet Berywn PA 01/2023 03/2025
Envestnet Berwyn PA 05/2025 10/2025
Dll Financial King Of Prussia PA 10/2017 12/2018
Student - West Chester University West Chester PA 07/2016 10/2017
  • 07/2026 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 10/2025 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 01/2019 → 01/2023
    Envestnet
    Berwyn, PA
  • 01/2023 → 03/2025
    Envestnet
    Berywn, PA
  • 05/2025 → 10/2025
    Envestnet
    Berwyn, PA
  • 10/2017 → 12/2018
    Dll Financial
    King Of Prussia, PA
  • 07/2016 → 10/2017
    Student - West Chester University
    West Chester , PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10

View on SEC IAPD

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