Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Koester is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Timothy is licensed to conduct business in Nebraska. Timothy joined the firm in May 2018 and has previously held positions with Orion Advisor Technology and the University of Kentucky. Timothy is a Series 65 holder and is currently active in investment advisory services. Timothy is also a Doordash driver, working about 40 hours per month.
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.
1
2
NE
01/20/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 02/11/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Timothy Koester is the right advisor for you? Invested Better is here to help.
