Jamie Rottinghaus (CRD# 6286988) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 2392486
Cwm, LLC
CRD# 4390840
Cherry Creek Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Advisor Technology | Omaha, NE | May 2021 - Current | 3 |
| Orion Portfolio Solutions | Omaha, NE | May 2017 - Current | 7 |
| Cnb Custody | Seneca, KS | Apr 2016 - May 2021 | 5 |
| Cfd Investments Inc. | Kokomo, IN | Jan 2014 - Mar 2016 | 2 |
| Lighthouse Financial Strategies | Lenexa, KS | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- NE
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Total Assets Under Management53,844MILLIONS
-
Total Number of Accounts299,169ACCOUNTS
-
Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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