Michael Forker, financial advisor Omaha NE

Michael Forker

CRD Number: 6145134
Current Firm: Orion Portfolio Solutions, LLC

Michael Forker (CRD# 6145134) 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.

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Principal Advised Services
Company Name Location Dates Years
Orion Advisor Solutions Omaha, NE Apr 2022 - Current 1
Orion Portfolio Solutions Omaha, NE Apr 2022 - Current 1
Cls Investments, LLC Omaha, NE Dec 2012 - Apr 2022 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Michael W. Forker
Phone Number: 859-426-2000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    53,283
    MILLIONS
  • Total Number of Accounts
    176,366
    ACCOUNTS
  • Average Account Value
    $302,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Types of Clients
Registered States

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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