Isaac N. Staat

ORION PORTFOLIO SOLUTIONS

Omaha, NE 68130

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CRD#: 6837247

Professional summary

Isaac Norman Staat, who also goes by Isaac Staat, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Isaac has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Isaac Staat

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.

Snohomish School District Start Date: 08/29/2022 Asst Cross Country Running Coach Not investment related Compensated 8 hours per month, non trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Norman Staat'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

February 1, 2023 - Present

ORION PORTFOLIO SOLUTIONS, LLC

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

RIA

CRD#: 107975

Omaha, NE

Past

January 25, 2021 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Bothell, WA

Past

October 19, 2018 - February 5, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Seattle, WA

Past

October 19, 2018 - February 5, 2019

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Seattle, WA

Past

October 10, 2017 - August 29, 2018

EDWARD JONES

RIA

CRD#: 250

REDMOND, WA

Past

September 19, 2017 - August 29, 2018

EDWARD JONES

CRD#: 250

REDMOND, WA

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
(2/1/2023)

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 66

Date: 10/7/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2017

General Securities 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

Isaac N. Staat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Norman Staat's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ORION PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2017

SIE

Date: 8/29/2018

Series 7

Date: 9/19/2017

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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