TP
Ty A. Palmer
ORION PORTFOLIO SOLUTIONS
Omaha, NE 68130
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CRD#: 7468811
TP
Professional summary
Ty Alexander Palmer, who also goes by Ty Palmer, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.
Ty is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ty has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ty Palmer
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.
Family Fun LLC, not investment related, 103 Nantucket Pl, Newport New, VA 23606. Ownership and management of a vacation rental property listed on Airbnb and VRBO platforms. Started June 2022. Approximately five hours per month spent on business by myself. No time spent on the business during securities trading hours. I handle the financial end of the business and some guest communications, the balance of the duties are handled by my spouse.
CRS (Client Relationship Summary) - RIA
Click below to view Ty Alexander Palmer's 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®
NoneExperience
Current
July 18, 2023 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130RIA
CRD#: 107975
Omaha, NE
Current
July 18, 2023 - Present
BRINKER CAPITAL SECURITIES, LLC
Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312BD
CRD#: 38123
Berwyn, PA
Past
March 10, 2022 - May 16, 2023
COLONIAL RIVER WEALTH MANAGEMENT LLC
RIA
CRD#: 284839
MIDLOTHIAN, VA
Past
January 26, 2022 - May 18, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
MIDLOTHIAN, VA
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".
OP
ORION PORTFOLIO SOLUTIONS, LLC
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.
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.RR
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
Nebraska(7/18/2023)
RR
Pennsylvania(7/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/26/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OP
ORION PORTFOLIO SOLUTIONS, LLC
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.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 10/21/2024 | ||
| 01/17/2024 | ||
| 10/25/2022 |
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.
Company Information
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975Omaha, NE 68130TRUST BUT VERIFY
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