AdFi
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Tammy Jo Christensen

Investment Adviser Representative at ORION PORTFOLIO SOLUTIONS, LLC

Omaha, NECRD #3218230Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nebraska
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 6/3/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/31/1999
Series 4
Registered Options Principal Examination
Passed 3/1/2024
Series 24
General Securities Principal Examination
Passed 10/2/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $100,000.000.35%
$100,000.01 to $250,000.000.30%
$250,000.01 to $1 million0.20%
Over $1 million0.10%
Source

Orion Portfolio Solutions, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ORION PORTFOLIO SOLUTIONS, LLCCurrent
1/17/2023Omaha, NE
ORION PORTFOLIO SOLUTIONS, LLC
4/6/20221/6/2023Omaha, NE
CWM, LLC
2/22/20172/7/2022Omaha, NE
STOCKCROSS FINANCIAL SERVICES
4/8/20143/21/2017Omaha, NE
FIRST NATIONAL CAPITAL MARKETS, INC.
6/22/20113/12/2012Omaha, NE
MML INVESTORS SERVICES, INC.
8/21/20097/23/2010Omaha, NE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tammy Jo Christensen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Tammy Jo Christensen - Financial Advisor in Omaha, NE | AdvisorFinder