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Todd Patrick Clarke

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska
SIE, Series 7, Series 63, Series 65Clean record32 years registeredORION PORTFOLIO SOLUTIONS, LLC
17605 WRIGHT ST, OMAHA, NE 68130CRD# 2302776Firm CRD# 125446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Patrick Clarke · OMAHA, NE
Registration
CRD #2302776 · ORION PORTFOLIO SOLUTIONS, LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

ORION PORTFOLIO SOLUTIONS, LLC
May 1994 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 31, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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05

Frequently Asked Questions

What services does Todd Patrick Clarke offer?
Todd Patrick Clarke specializes in Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Todd Patrick Clarke's credentials?
Todd Patrick Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Patrick Clarke located?
Todd Patrick Clarke 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 Todd Patrick Clarke charge for services?
Todd Patrick Clarke'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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Other Advisors at ORION PORTFOLIO SOLUTIONS, LLC

John Russel Vanneman
OMAHA, NE
CFA
Dean William Cook
OMAHA, NE
Michael Eugene Hall
HEBRON, KY
Randy Thomas Lambert
OMAHA, NE
Richard Forrest Jones
HEBRON, KY

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