Unclaimed Profile

Michael Wilford Forker

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

Series 65Clean record12 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 6145134Firm CRD# 107975

Profile Verification

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

Identity

Michael Wilford Forker · OMAHA, NE

Registration

CRD #6145134 · ORION PORTFOLIO SOLUTIONS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Mar 2019 – Jan 2023

Omaha, NE

BRINKER CAPITAL INVESTMENTS, LLC.

Oct 2013 – Dec 2021

BERWYN, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 8, 2013

Years registered · 12

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 Michael Wilford Forker offer?

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

What are Michael Wilford Forker's credentials?

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

Where is Michael Wilford Forker located?

Michael Wilford Forker 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 Michael Wilford Forker charge for services?

Michael Wilford Forker'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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