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Gerald Edward Matzke

Orion Portfolio Solutions, LLC

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About Gerald Edward Matzke

Gerald Edward Matzke is a financial advisor who is registered with Orion Portfolio Solutions, LLC. Gerald has been in the financial services industry since 2017. Gerald has passed the Series 7, Series 66 and SIE exams and has held prior registrations with Lincoln Financial Advisors Corporation. Gerald is currently registered with the state of Nebraska. Gerald specializes in portfolio management for individuals, businesses, pooled investment vehicles and pension consulting. Gerald is registered with Orion Portfolio Solutions, LLC which manages over $50 billion in client assets.

Firm Information

Gerald Matzke 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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Gerald Matzke’s Registration & Firm History

NE

01/17/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

04/18/2017 - 08/13/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (OMAHA NE)

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Licenses & Designations

BOTH

Issued 07/26/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Edward Matzke.
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