TrueAdvisor
TrueAdvisor
BF
BF

Brandon Christopher Filer

Orion Portfolio Solutions, LLC
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Orion Portfolio Solutions, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Orion Portfolio Solutions, LLC
January 2023 - Present · 3 yrs 1 mo
Brinker Capital Securities, LLCBroker
November 2022 - Present · 3 yrs 3 mos
Brinker Capital Securities, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Orion Portfolio Solutions, LLC
November 2022 - January 2023 · 2 mos
Hightower Securities, LLCBroker
August 2021 - June 2022 · 10 mos
LPL Financial LLCBroker
May 2021 - August 2021 · 3 mos
LPL Financial LLC
May 2021 - August 2021 · 3 mos
BMO Harris Financial Advisors, INC.Broker
May 2019 - March 2021 · 1 yr 10 mos
BMO Harris Financial Advisors, INC
May 2019 - March 2021 · 1 yr 10 mos
Bankers Life Advisory Services, INC.
October 2018 - May 2019 · 7 mos
Bankers Life Securities, INC.Broker
September 2018 - May 2019 · 8 mos
Portfolio Brokerage Services, INC.Broker
August 2014 - September 2018 · 4 yrs 1 mo
Envestnet | Pmc
August 2014 - September 2018 · 4 yrs 1 mo
Unionbanc Investment Services, LLC
February 2012 - June 2013 · 1 yr 4 mos
Unionbanc Investment Services, LLCBroker
February 2012 - June 2013 · 1 yr 4 mos
Zecco Trading, INC.Broker
February 2010 - January 2012 · 1 yr 11 mos
Wells Fargo Investments, LLC
April 2009 - September 2009 · 5 mos
Wells Fargo Investments, LLCBroker
March 2009 - September 2009 · 6 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.