Role at Orion Portfolio Solutions
- Title on Schedule A
- Chief Legal Officer/Secretary
- Control
- Kylee Beach is a control person of Orion Portfolio Solutions.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Kylee Beach has held the filed role since September 2020.
The firm
Form ADV filed 31 July 2026
Career on record
Kylee Beach has been registered through Orion Portfolio Solutions since January 2023, and before that through Orion Portfolio Solutions, LLC.
- – present · 4 yearsOmaha, NE · Adviser representative · Firm CRD 107975
- Orion Portfolio Solutions, LLC– · 3 yearsOmaha, NE · Adviser representative · Firm CRD 125446
- Passed Series 65 · 2013
Registrations and exams
Kylee Beach has a current investment-adviser registration in Nebraska and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 20 January 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Kylee Marie Beach
- CRD
- 6005280
- Registration status
- Investment adviser registration
- Office
- 17605 WRIGHT ST, Omaha, NE 68130
- Firm bio
- orion.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Orion identifies Kylee Beach as general counsel and describes her responsibilities across legal, risk, compliance and information security; she joined Orion in 2011. Official Orion biography
Common questions
Where does Kylee Beach work?
Kylee Beach has been Chief Legal Officer/Secretary of Orion Portfolio Solutions, LLC since September 2020, and is a control person of the firm.
Is Kylee Beach a financial advisor?
Yes. Kylee Beach has a current investment-adviser registration in Nebraska, through Orion Portfolio Solutions since January 2023, as of 18 October 2026.
How many years of experience does Kylee Beach have?
Kylee Beach has worked in the financial industry for 12 years as of 18 October 2026, counted from 25 October 2013, across 2 adviser firms.
What exams has Kylee Beach passed?
Kylee Beach passed the Series 65 in September 2013.
Where did Kylee Beach work before Orion Portfolio Solutions?
Before Orion Portfolio Solutions, Kylee Beach was registered through Orion Portfolio Solutions, LLC, January 2020 to January 2023.
Where is Kylee Beach based?
Kylee Beach’s registered office is in Omaha, NE.
Leadership at Orion Portfolio Solutions
- Ronald PruittPresident
- Mark MayoChief Financial Officer
- Mark AudrainChief Compliance Officer
- Michael ForkerEVP, Operations