Carson Scharff
Investment adviser representative at Orion Portfolio Solutions, LLC
19 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Carson Scharff? Claim your profile
Contact this firm
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
19 years in the industry.
- Orion Portfolio Solutions, LLCJul 2024 to now
- Cornhusker BankSep 2023 to Feb 2024
- Charles SchwabJun 2023 to Aug 2023
- Douglas CountyMay 2022 to Aug 2022
- Neher Enterprises LLCMay 2021 to Jul 2021
- University of Nebraska-lincolnAug 2020 to May 2024
- Quality Pro Painting ServicesApr 2020 to Aug 2020
- Millard United SportsAug 2016 to Oct 2019
- Millard Public SchoolsAug 2007 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7664044
- Firm CRD
- 107975