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Kevin George Vonseggern

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 2024-09-11
  • NE RA
    APPROVED
    Since 2024-09-11

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
Heinen Bros Agra Service Seneca KS 02/2016 10/2016
Cdg, Inc. Scribner NE 10/2016 11/2016
Mennonite Disaster Service Detroit MI 11/2016 05/2017
Centura Hills Cairo NE 06/2017 09/2017
Cdg, Inc. Scribner NE 10/2017 11/2017
Cls Investments, Llc Omaha NE 12/2017 12/2018
Orion Portfolio Solutions, Llc Omaha NE 01/2019 12/2022
Brinker Capital Securities Berwyn PA 11/2021 12/2022
Fbl Financial Services West Des Moines IA 11/2022 01/2024
Fbl Marketing Services Llc West Des Moines IA 02/2023 02/2024
Fbl Financial Group West Des Moines IA 02/2024 02/2024
Brinker Capital Securities Philadelphia PA 08/2024 Present
Orion Portfolio Solutions Omaha NE 08/2024 Present
Cdg, Inc. Scribner NE 03/2024 07/2024
  • 02/2016 → 10/2016
    Heinen Bros Agra Service
    Seneca, KS
  • 10/2016 → 11/2016
    Cdg, Inc.
    Scribner, NE
  • 11/2016 → 05/2017
    Mennonite Disaster Service
    Detroit, MI
  • 06/2017 → 09/2017
    Centura Hills
    Cairo, NE
  • 10/2017 → 11/2017
    Cdg, Inc.
    Scribner, NE
  • 12/2017 → 12/2018
    Cls Investments, Llc
    Omaha, NE
  • 01/2019 → 12/2022
    Omaha, NE
  • 11/2021 → 12/2022
    Brinker Capital Securities
    Berwyn, PA
  • 11/2022 → 01/2024
    Fbl Financial Services
    West Des Moines, IA
  • 02/2023 → 02/2024
    Fbl Marketing Services Llc
    West Des Moines, IA
  • 02/2024 → 02/2024
    Fbl Financial Group
    West Des Moines, IA
  • 08/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
  • 08/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 03/2024 → 07/2024
    Cdg, Inc.
    Scribner, NE
Previous Registrations
Other Businesses

1) Gallery Estates; Not investment related; PO Box 280, Cairo, NE 68824; Shareholder; 03/01/2022; 1 hr/mo; 0 hrs during trading; Invested with In-laws to purchase land for development on a golf course. 1) CDG, Inc., Not investment related; 1365 CO Rd 17, Hooper, NE 68031; Shareholder and general farm labor for the family farm; 01/01/2003; 2 hrs/mo; 0 hrs during trading; Seasonal help as general farm labor on an as-needed basis.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-14
S65 Uniform Investment Adviser Law Examination 2018-01-12
  • S63 Uniform Securities Agent State Law Examination
    2022-06-14
  • S65 Uniform Investment Adviser Law Examination
    2018-01-12
Other Names
  • Kevin George Von Seggern
  • Kevin Vonseggern

View on SEC IAPD

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