TC
Todd P. Clarke
ORION PORTFOLIO SOLUTIONS
Omaha, NE 68130
Some features on this profile are disabled
CRD#: 2302776
TC
Professional summary
Todd Patrick Clarke is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Todd has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AS OF AUGUST 2017, MR. CLARKE IS ALSO THE MANAGER OF JACOB PARTNERS PROPERTIES, LLC, A RENTAL PROPERTY MANAGEMENT COMPANY LOCATED AT 3105 S 174TH CIRCLE, OMAHA, NE 68130 WHERE HE SPENDS APPROXIMATELY 2 HOURS PER MONTH TOWARDS THIS NON-INVESTMENT RELATED ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Patrick Clarke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 31, 1994 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130RIA
CRD#: 107975
Omaha, NE
Past
October 16, 2003 - July 6, 2018
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
OMAHA, NE
Past
July 9, 1997 - November 5, 2003
ORBITEX FUNDS DISTRIBUTOR, INC.
BD
CRD#: 41453
STAMFORD, CT
Past
March 13, 1995 - June 2, 1997
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
January 25, 1993 - March 16, 1995
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(5/31/1994)
IAR
Texas(2/28/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
17605 Wright St, Omaha, NE 68130
Mailing Address
2300 Litton Lane Suite 100, Hebron, KY 41048
Phone number
(859) 426-2000
Established
Firm type
Fiscal year end
# of Employees
350
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 203,878 |
| AUM (Assets Under Management) | $ 57,658,151,186 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 10/21/2024 | ||
| 01/17/2024 | ||
| 10/25/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975Omaha, NE 68130TRUST BUT VERIFY
Monitor Todd Clarke
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
