Unclaimed Profile

Brian Michael Ferko

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

SIE, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99TOClean record15 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 2524425Firm CRD# 107975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Michael Ferko · OMAHA, NE

Registration

CRD #2524425 · ORION PORTFOLIO SOLUTIONS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2022 – Jan 2023

Berwyn, PA

BRINKER CAPITAL INVESTMENTS, LLC.

Oct 2020 – Dec 2021

BERWYN, PA

BRINKER CAPITAL INC

Nov 2010 – Oct 2020

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · November 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 107975 · SEC 801-57265

AUM

$53.8B

Regulatory assets under management

Employees

404

299,169 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Michael Ferko offer?

Brian Michael Ferko specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Brian Michael Ferko's credentials?

Brian Michael Ferko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Ferko located?

Brian Michael Ferko is based in OMAHA, Nebraska, working with ORION PORTFOLIO SOLUTIONS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Brian Michael Ferko charge for services?

Brian Michael Ferko's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION PORTFOLIO SOLUTIONS, LLC?

ORION PORTFOLIO SOLUTIONS, LLC has approximately 404 employees and manages $53.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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