Michael A. Orr

AXIUS ADVISORS LLC

SAINT CHARLES, MO 63303

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CRD#: 4865641

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.

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Alan Orr'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 13, 2025 - Present

AXIUS ADVISORS LLC

Office #1: 2085 Blue Stone Drive, Saint Charles, MO 63303

RIA

CRD#: 330006

SAINT CHARLES, MO

Current

July 1, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1730 E Liberty Street , Mexico, MO 65265

RIA

CRD#: 120222

Mexico, MO

Past

July 24, 2018 - July 14, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Mexico, MO

Past

July 24, 2018 - July 14, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Mexico, MO

Past

November 1, 2007 - July 24, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEXICO, MO

Past

October 3, 2007 - July 24, 2018

LPL FINANCIAL LLC

CRD#: 6413

MEXICO, MO

Past

April 30, 2007 - October 9, 2007

INVEST FINANCIAL CORPORATION

CRD#: 12984

MEXICO, MO

Past

September 21, 2005 - April 30, 2007

PFIC SECURITIES CORPORATION

CRD#: 34941

MEXICO, MO

Past

October 28, 2004 - September 21, 2005

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Missouri
(1/13/2025)

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

State Security Law Exam

IAR

Series 65

Date: 10/31/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AXIUS ADVISORS LLC

CRD#: 330006 / SEC#: 801-130416

RIA

Registered Investment Advisory firm - (6/3/2024 120-Day Approval)

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Contact information

Main Address

2085 Blue Stone Drive, Saint Charles, MO 63303

Mailing Address

Phone number

(636) 493-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - AXIUS ADVISORS LLC (3/17/2025)

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

Michael A. Orr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

PFIC SECURITIES CORPORATION

FISERV INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2007

Series 63

Date: 1/14/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/25/2004

FINRA

Current Firm

AXIUS ADVISORS LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

AXIUS ADVISORS LLC

TRUST BUT VERIFY

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