Unclaimed Profile

Dean William Cook

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

Series 6, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 2539364Firm CRD# 125446

Profile Verification

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

Identity

Dean William Cook · OMAHA, NE

Registration

CRD #2539364 · ORION PORTFOLIO SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Dec 2004 – Sep 2020

OMAHA, NE

FTJ FUNDCHOICE, LLC

May 2003 – Dec 2003

EDGEWOOD, KY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 125446 · SEC 801-61964

AUM

$14.2B

Regulatory assets under management

Employees

112

81,242 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Dean William Cook offer?

Dean William Cook specializes in Investment Management, Wealth Management.

What are Dean William Cook's credentials?

Dean William Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dean William Cook located?

Dean William Cook is based in OMAHA, Nebraska, last registered with ORION PORTFOLIO SOLUTIONS, LLC.

How does Dean William Cook charge for services?

Dean William Cook's firm is compensated through percentage of aum, subscription fees, other: administrative 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 112 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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