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Dylan Everett Shelman

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 2025-11-24
  • NE RA
    APPROVED
    Since 2025-11-24

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 Advisor Solutions Omaha NE 08/2023 Present
Topgolf Omaha NE 09/2021 11/2023
University Of Nebraska At Omaha Omaha NE 08/2020 05/2023
Papillion La-Vista Highschool Papillion NE 08/2016 08/2020
Orion Portfolio Solutions Omaha NE 08/2023 Present
  • 08/2023 → Present
    Orion Advisor Solutions
    Omaha, NE
  • 09/2021 → 11/2023
    Topgolf
    Omaha, NE
  • 08/2020 → 05/2023
    University Of Nebraska At Omaha
    Omaha, NE
  • 08/2016 → 08/2020
    Papillion La-Vista Highschool
    Papillion, NE
  • 08/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

View on SEC IAPD

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Other Offices

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EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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