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Carter Wagner Zerweck

Orion Portfolio Solutions, LLC

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About Carter Wagner Zerweck

Carter Zerweck is a financial advisor with Orion Portfolio Solutions, LLC. Carter has been in the industry since 2020 and is registered in Pennsylvania. Carter has experience working with high-net-worth individuals, corporations, and pension plans. Carter also provides financial advice to charitable organizations and pooled investment vehicles.

Firm Information

Carter Zerweck is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carter Zerweck’s Registration & Firm History

PA

06/02/2023 - Present

Orion Portfolio Solutions, LLC (Berwyn PA)

PA

09/30/2020 - 12/23/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 06/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carter Wagner Zerweck.
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