Ryan R. Berges

ORION PORTFOLIO SOLUTIONS

Omaha, NE 68130

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CRD#: 2354098

Professional summary

Ryan Royce Berges is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ryan has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

Tri-RRB LLC LLC member in storage shed business Not investment related No hours per month Not compensated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Royce Berges's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 24, 2023 - Present

ORION PORTFOLIO SOLUTIONS, LLC

Office #1: 17605 Wright St, Omaha, NE 68130

RIA

CRD#: 107975

Omaha, NE

Past

June 7, 2021 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Frederick, MD

Past

January 8, 2020 - January 5, 2021

CREATIVE PLANNING

RIA

CRD#: 105348

McLean, VA

Past

February 28, 2012 - June 26, 2013

CETERA ADVISORS LLC

CRD#: 10299

MCLEAN, VA

Past

November 10, 2011 - January 2, 2020

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

RIA

CRD#: 115991

MCLEAN, VA

Past

October 4, 2011 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

MCLEAN, VA

Past

August 28, 2009 - July 20, 2011

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

EDMOND, OK

Past

April 26, 2007 - July 27, 2011

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

RIA

CRD#: 105506

EDMOND, OK

Past

July 1, 2003 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

EDMOND, OK

Past

September 14, 1993 - July 11, 2003

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

May 19, 1993 - July 30, 1993

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

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".

ORION PORTFOLIO SOLUTIONS, 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
(1/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 107975 / SEC#: 801-57265

RIA

Registered Investment Advisory firm - (1/1/2000 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORION PORTFOLIO SOLUTIONS, LLC FORM ADV PART 2A (8/11/2025)

ORION PORTFOLIO SOLUTIONS, LLC WRAP FEE BROCHURE (8/11/2025)

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	Cover Page	Report
10/21/2024	Cover Page	Report
01/17/2024	Cover Page	Report
10/25/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Ryan R. Berges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Royce Berges's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

CREATIVE PLANNING

CETERA ADVISORS LLC

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

PACIFIC WEST SECURITIES, INC.

CEROS FINANCIAL SERVICES, INC.

F.I.G. FINANCIAL ADVISORY SERVICES, INC.

GUGGENHEIM DISTRIBUTORS, LLC

CETERA WEALTH SERVICES, LLC

FFP SECURITIES, INC.

Primary Firm SEC Registration

ORION PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2006

Series 63

Date: 5/24/1993

Series 7

Date: 6/14/2011

Series 6

Date: 5/18/1993

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ORION PORTFOLIO SOLUTIONS, LLC

TRUST BUT VERIFY

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