Gerald Edward Matzke
Investment adviser representative at Orion Portfolio Solutions, LLC
11 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Brinker Capital SecuritiesJan 2022 to now
- Orion Portfolio Solutions, LLCAug 2019 to now
- Lincoln Financial AdvisorsApr 2017 to Aug 2019
- First Westroads BankApr 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NE).
Orion Portfolio Solutions, LLC
$64.8BAssets managed
187,975Clients
198Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6165621
- Firm CRD
- 107975