Financial ADVSR advisor directory · SEC adviser records
Orion Portfolio Solutions, LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Orion Portfolio Solutions, LLC office in Omaha, A to Z.
The short answer
163 registered advisors work at Orion Portfolio Solutions, LLC in Omaha, out of 178 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 62 are also registered broker representatives.
Orion Portfolio Solutions, LLC advisors in Omaha, A to Z
Every Orion Portfolio Solutions, LLC advisor →- Ryan T. AldermanChartered Financial Analyst
- Gregory AllisonChartered Financial Analyst · Also a broker rep
- Christopher T. AndrewsAlso a broker rep
- Tucker J. ArnettInvestment adviser rep
- Angelo D. Atenco-TorresInvestment adviser rep
- Mark A. AudrainAlso a broker rep
- Brandon J. BarahonaAlso a broker rep
- Dawn M. BathoAlso a broker rep
- Kylee M. BeachInvestment adviser rep
- Braden G. BeiermannInvestment adviser rep
- Zachary J. BereznakChartered Financial Analyst · Also a broker rep
- Ryan R. BergesInvestment adviser rep
- Todd M. BertucciInvestment adviser rep
- Jamie L. BlairInvestment adviser rep
- Tyler S. BlairInvestment adviser rep
- Kyle A. BoorasInvestment adviser rep
- Christopher L. BosseInvestment adviser rep
- Nicholas C. BoylanAlso a broker rep
- Aidan T. BoyleAlso a broker rep
- Matthew B. BrewsaughAlso a broker rep
- John P. BrowningAlso a broker rep
- McBee N. Butcher Jr.Certified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Ashley C. CalabrettoInvestment adviser rep
- Jeffrey S. Canfield Jr.Investment adviser rep
- Jeffrey F. CarneAlso a broker rep
- Meghan E. CastinadoInvestment adviser rep
- Kevin L. CaveInvestment adviser rep
- Jackson ClarkInvestment adviser rep
- Eric ClarkeInvestment adviser rep
- Todd P. ClarkeInvestment adviser rep
- Phillip L. CollingInvestment adviser rep
- Madelyn A. CorcoranAlso a broker rep
- Riley M. CoyAlso a broker rep
- Julia Q. DalyInvestment adviser rep
- Colin G. DanahyInvestment adviser rep
- Cade A. Denazario AkersCertified Financial Planner
- Isabella M. DesimoneInvestment adviser rep
- Anthony J. Dimona Jr.Also a broker rep
- William DixonAlso a broker rep
- Ryan S. DonovanInvestment adviser rep
- James J. Dooling IIIInvestment adviser rep
- Ryan P. DresselInvestment adviser rep
- Dylan DwyerCertified Financial Planner, Chartered Financial Analyst
- Joseph N. EpliteInvestment adviser rep
- Nicholas R. FabianoAlso a broker rep
- Patrick D. FerrerInvestment adviser rep
- Spencer J. FlemingInvestment adviser rep
- Michael W. ForkerInvestment adviser rep
- Chad FoxAlso a broker rep
- Benjamin M. FrantzInvestment adviser rep
- Michael F. FrasconeAlso a broker rep
- Jessica C. Garcia NavarroInvestment adviser rep
- Bryan D. GelsterInvestment adviser rep
- William F. GirtonChartered Financial Analyst
- Andrew J. GlaserInvestment adviser rep
- Maximiliano Gomez-GuzmanAlso a broker rep
- Gabriella M. GonzalezInvestment adviser rep
- Daniel C. GormanAlso a broker rep
- Bryant M. GrimmingerInvestment adviser rep
- Emily L. GrossInvestment adviser rep
- Erik M. HardinInvestment adviser rep
- Ashley M. HeinzmanInvestment adviser rep
- Michael Ann HenneInvestment adviser rep
- Eric J. HoffInvestment adviser rep
- John M. Hoffman Jr.Chartered Financial Analyst
- Sean M. HollingsheadInvestment adviser rep
- Christopher P. HoranInvestment adviser rep
- Kyle R. HoschAlso a broker rep
- Molly E. HousandAlso a broker rep
- Joel B. HurstInvestment adviser rep
- Andrea J. IsemingerInvestment adviser rep
- Natalie J. JamesInvestment adviser rep
- Austin R. JohnsonInvestment adviser rep
- Ryan M. KarchChartered Financial Analyst
- Shaun D. KardellAlso a broker rep
- Alexandra M. KatzAlso a broker rep
- Robert KellerChartered Financial Analyst
- Gina M. KenneyInvestment adviser rep
- Gregory KingChartered Financial Analyst · Also a broker rep
- Timothy A. KoesterInvestment adviser rep
- Karina L. KovalcikChartered Financial Analyst
- Nicole L. KramerChartered Financial Analyst
- Justin E. KullmanAlso a broker rep
- Joseph M. LarsenInvestment adviser rep
- Brett C. LeachInvestment adviser rep
- Sharlyn Y. LehInvestment adviser rep
- Shannon J. LinkAlso a broker rep
- Cedric X. LouitInvestment adviser rep
- Robert T. Luckey Jr.Investment adviser rep
- Benjamin ManiscalcoCertified Financial Planner
- Joseph B. MannschreckInvestment adviser rep
- Emanuel D. MarshallInvestment adviser rep
- Christopher S. MartinAlso a broker rep
- Stewart A. MartinAlso a broker rep
- Daniel E. MatternInvestment adviser rep
- Gerald E. Matzke IIIAlso a broker rep
- Nolan R. MaukInvestment adviser rep
- Denis J. McCartanAlso a broker rep
- Denis E. McCartanAlso a broker rep
- Natalie M. McCartyInvestment adviser rep
- Walter B. McClennen IIIAlso a broker rep
- Seth M. McCuneInvestment adviser rep
- Connor M. McDonaldInvestment adviser rep
- Matthew S. MileskiAlso a broker rep
- Christopher T. MonroeAlso a broker rep
- Brian G. MorganCertified Financial Planner
- Frank H. Nickel IIIAlso a broker rep
- Trevor J. NobleAlso a broker rep
- Hector Ortiz IIIAlso a broker rep
- Jacob D. OrtonAlso a broker rep
- Christopher OwensInvestment adviser rep
- Nathan A. PavaoAlso a broker rep
- Michael L. PazInvestment adviser rep
- Lisa M. PeknyInvestment adviser rep
- Andrei E. PetreAlso a broker rep
- Dillon D. PhilmonInvestment adviser rep
- Ronald E. PruittChartered Financial Analyst
- William Glenn B. RagleAlso a broker rep
- Benjamin M. RawlingsInvestment adviser rep
- Kira E. ReitzAlso a broker rep
- Shannon L. ReynoldsInvestment adviser rep
- Michael J. RichardsAlso a broker rep
- Marcus E. RingoInvestment adviser rep
- Francisco Rodriguez-MoralesInvestment adviser rep
- Christopher J. RomanoChartered Financial Analyst
- Mili RosenChartered Financial Analyst
- David RosenblumCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Jamie L. RottinghausInvestment adviser rep
- Danielle L. Ruiz- VelaAlso a broker rep
- Jamie S. RyanChartered Financial Analyst · Also a broker rep
- Thomas R. SampsonInvestment adviser rep
- Eric D. SandersInvestment adviser rep
- Brittany A. SaundersAlso a broker rep
- Grant H. SaundersAlso a broker rep
- Carson ScharffInvestment adviser rep
- Kent M. SchroederAlso a broker rep
- Matthew S. SchusterInvestment adviser rep
- Richard Z. SeitzAlso a broker rep
- Edward J. SempekInvestment adviser rep
- Dylan E. ShelmanInvestment adviser rep
- Jason M. ShevlandAlso a broker rep
- Raymond M. ShirleyInvestment adviser rep
- Mark A. SoukupAlso a broker rep
- Isaac N. StaatInvestment adviser rep
- William M. Stinnett IIIInvestment adviser rep
- Brian P. StoreyChartered Financial Analyst
- Marc L. TobiasAlso a broker rep
- Brian D. TownerAlso a broker rep
- Trevor TruaxInvestment adviser rep
- Courtney M. TurnerAlso a broker rep
- Benjamin P. VaskeInvestment adviser rep
- Michael A. Vitallo Jr.Also a broker rep
- Kevin G. VonseggernAlso a broker rep
- Steven D. WaltonAlso a broker rep
- Neisha N. WatsonInvestment adviser rep
- Natalie J. WebertInvestment adviser rep
- Paul R. WickInvestment adviser rep
- Blake D. WilliamsInvestment adviser rep
- Michael J. WostoupalInvestment adviser rep
- William S. WostoupalInvestment adviser rep
- Michael YasinAlso a broker rep
- Mary W. YostAlso a broker rep
- Ryan P. ZegersInvestment adviser rep
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Orion Portfolio Solutions, LLC advisors in other cities
Other firms in Omaha
All Omaha advisors →Cwm, LLC 249Charles Schwab & Co., Inc. 209Cetera Investment Advisers LLC 100Morgan Stanley 53Mutual Of Omaha Investor Services, Inc. 53Osaic Wealth, Inc. 53Ameriprise Financial Services, LLC 48Sequent Planning, LLC 44LPL Financial LLC 43Avior Wealth Management, LLC 41Wells Fargo Clearing Services, LLC 38Merrill Lynch, Pierce, Fenner & Smith Incorporated 34
Questions
How many financial advisors does Orion Portfolio Solutions, LLC have in Omaha?
163 investment adviser representatives are registered at Orion Portfolio Solutions, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 178 nationwide. 6 list the CFP designation and 62 are also registered as broker representatives.
Is Orion Portfolio Solutions, LLC one of the largest advisor employers in Omaha?
Orion Portfolio Solutions, LLC ranks number 3 in Omaha by registered advisors; Cwm, LLC has the most, with 249.
How do I check a Orion Portfolio Solutions, LLC advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Orion Portfolio Solutions, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.