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Natalie Wolfsen

CEO at Orion Portfolio Solutions

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Natalie Wolfsen is CEO of Orion Portfolio Solutions, LLC, a Omaha investment adviser managing $64.8B. Natalie Wolfsen has passed the Series 7, SIE, Series 24 and Series 7TO.

Role at Orion Portfolio Solutions

Title on Schedule A
CEO
Control
Natalie Wolfsen is a control person of Orion Portfolio Solutions.
Ownership
An individual ownership band is not available in the source record.
Tenure
Natalie Wolfsen has held the filed role since October 2023.

The firm

Orion Portfolio Solutions, LLC
Omaha, NE

Form ADV filed 31 July 2026

$64.8B AUM187,975 clients47 advisers2 offices

Career on record

Firms and exams, newest first
  1. Passed Series 24 and Series 7TO · 2024
  2. Passed SIE · 2018
  3. Passed Series 7 · 2005

Registrations and exams

No current adviser or broker registration. Natalie Wolfsen has passed 4 qualifying exams.

Examinations

Series 2430 March 2024
Name
General Securities Principal Examination
Series 7TO30 March 2024
Name
General Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 725 May 2005
Name
General Securities Representative Examination

Individual record

Full name
Natalie Grace Wolfsen
CRD
3228035
Firm
Orion Portfolio Solutions, LLC
Registration status
No current adviser or broker registration
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 Natalie Wolfsen as its CEO and board member; the biography says she previously led AssetMark and held roles at First Eagle, Pershing, Charles Schwab and American Express. Official Orion biography

Education

Common questions

Where does Natalie Wolfsen work?

Natalie Wolfsen has been CEO of Orion Portfolio Solutions, LLC since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Does Natalie Wolfsen have a current investment-adviser registration?

Natalie Wolfsen has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Natalie Wolfsen passed?

Natalie Wolfsen has passed 4 licensing exams: the Series 7, SIE, Series 24 and Series 7TO. The earliest, the Series 7, was passed in May 2005.

Source: IAPD individual record, checked 17 October 2026

Leadership at Orion Portfolio Solutions

Sources

  1. IAPD individual record, CRD 3228035. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Orion Portfolio Solutions, LLC, filed 31 July 2026. Title, control and ownership bands.
  3. Orion Portfolio Solutions team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Natalie Wolfsen or Orion Portfolio Solutions, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.