Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Michael Schroeder is a financial advisor in Omaha, Nebraska. He is a registered representative with Orion Portfolio Solutions, LLC and has been in the financial services industry since 2010. Kent has experience providing financial advice to individuals, corporations, and other institutions. He is also licensed to provide investment advice in Nebraska and Pennsylvania. Kent is a highly experienced financial professional who is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
02/18/2010 - 05/23/2020
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 08/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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