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Michael Alan Orr

AXIUS ADVISORS
SAINT CHARLES, MO
·CRD# 4865641·22 years experience

Professional Summary

Michael Alan Orr is a registered financial advisor currently at AXIUS ADVISORS LLC located in Saint Charles, Missouri and PRIVATE CLIENT SERVICES, LLC located in Mexico, Missouri. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

AXIUS ADVISORS LLC·CRD# 330006
RIA
2085 Blue Stone Drive, Saint Charles, MO 63303
January 13, 2025 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
BD
1730 E Liberty Street , Mexico, MO 65265
July 1, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Mexico, MO
July 24, 2018 - July 14, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Mexico, MO
July 24, 2018 - July 14, 2025
LPL FINANCIAL LLC·CRD# 6413
RIA
Mexico, MO
November 1, 2007 - July 24, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Mexico, MO
October 3, 2007 - July 24, 2018
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Mexico, MO
April 30, 2007 - October 9, 2007
PFIC SECURITIES CORPORATION·CRD# 34941
BD
Mexico, MO
September 21, 2005 - April 30, 2007
FISERV INVESTOR SERVICES, INC.·CRD# 34637
BD
Houston, TX
October 28, 2004 - September 21, 2005

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Current Firm

AA
AXIUS ADVISORS LLC

AXIUS ADVISORS LLC

CRD#: 330006 / SEC#: 801-130416
RIA
Registered Investment Advisory firm - SEC (6/3/2024 Approved)

Contact Information

Main Address

2085 Blue Stone Drive, Saint Charles, MO 63303

Phone Number

(636) 493-9600

# of Employees

9

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - AXIUS ADVISORS LLC (3/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,827

AUM (Assets Under Management)

$623,842,000

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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.

1) Orr Financial. 1730 E Liberty St, Mexico, MO 65265. Financial consultant for investment services; qualified plans & IRA's, retirement plans, managed accts, college savings, annuities & LI. Owner: Investment services listed above. 160 hrs/mo. Investment related. 2) Michael A. Orr. 1730 E Liberty St, Mexico, MO 65265. RIA. 160 hrs/mo.

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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".
AA
AXIUS ADVISORS LLC

AXIUS ADVISORS LLC

CRD#: 330006 / SEC#: 801-130416
RIA
Registered Investment Advisory firm - SEC (6/3/2024 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(1/27/2026)
RR
Illinois
(1/27/2026)
RR
Minnesota
(1/27/2026)
IAR
Missouri
(1/13/2025)
RR
Missouri
(7/1/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2004About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Alan Orr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MO
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