Kylee Marie Beach
Professional Summary
Kylee Marie Beach, who also goes by Kylee Marie Bendfeldt, Kylee Marie Pohl, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska. Kylee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kylee has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kylee Marie Bendfeldt, Kylee Marie Pohl
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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 on record.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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.
Contact Information
Main Address
17605 Wright St, Omaha, NE 68130Mailing Address
2300 Litton Lane Suite 100, Hebron, KY 41048Phone Number
(859) 426-2000# of Employees
305SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
276,041AUM (Assets Under Management)
$64,842,135,351Accountant 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 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(1/20/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kylee Marie Beach's CRS (Customer Relationship Summary).
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