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Robert Keller

Investment adviser representative at Orion Portfolio Solutions, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$64.8BFirm assets

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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

10 years in the industry.

  1. Orion Portfolio Solutions, LLCSep 2025 to now
  2. Pacer EtfsApr 2025 to Sep 2025
  3. Job SeekerAug 2024 to Apr 2025
  4. Clark CapitalSep 2016 to Aug 2024

Designations

  • CFA

Exams passed

No exams in this record.

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
8208061
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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