Steven Douglas Walton

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

• 11/2017 → 12/2019
  Td Ameritrade
  Omaha, NE
• 06/2011 → 12/2019
  Kosama
  Omaha, NE
• 10/2016 → 01/2017
  Titan Medical
  Omaha, NE
• 03/2016 → 12/2019
  Air National Guard
  Lincoln, NE
• 12/2019 → 07/2020
  Fidelity Brokerage Services Llc
  Omaha, NE
• 07/2020 → 10/2020
  Td Ameritrade
  Omaha, NE
• 01/2021 → 07/2021
  Lifetime Fitness
  Omaha, NE
• 07/2021 → Present
  Orion Advisor Technology
  Omaha, NE
• 07/2021 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 01/2022 → Present
  Brinker Capital Securities
  Berwyn, PA

Previous Registrations

• 2021-08-12 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2018-01-18 → 2019-12-26
  Td Ameritrade, Inc.
  Omaha, NE
• 2018-01-18 → 2019-12-04
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

VASA Fitness Trainer 12 hours per month not during trading hours not investment related compensated start date 7.1.2024 The Exercise Coach Trainer 40 hours per month not during trading hours not investment related compensated start date 7.10.2024

Exams

• S66 Uniform Combined State Law Examination
  2018-01-16

Other Names

• Steven Douglas Walton
• Steven Walton
• Steven Walton
• Steven Walton