RBC Capital Markets
47yrs
Top 1% by experience in Omaha
26yrs
Matthew Orian
Financial advisor at Wells Fargo Advisors
Matthew Orian has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Omaha, Nebraska. After a year at Bancwest Investment Services and two years at TD Ameritrade, Matthew joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Omaha
Office13625 California St Suite 200 [Gl-Rbo], Omaha, NE 68154
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- Mar 2022 – Dec 2022Bancwest Investment Services, Inc.Previously
- 2016 – 2018TD Ameritrade, Inc.Previously
- 2016 – 2018TD Ameritrade Investment Management, LLCPreviously
- May 2015 – Aug 2016Bancwest Investment Services, Inc.Previously
- Jun 2013 – Mar 2015Waddell & ReedPreviously
Contact Matthew
Local office(402) 434-4186Ask for Matthew. (314) 875-3000Main office · St. Louis, MO 13625 California St Suite 200 [Gl-Rbo]Omaha, NE 68154Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Matthew’s local office at (402) 434-4186 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Matthew Orian.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2000, about 26 years. Top 23% by experience in Omaha.
What licenses does Matthew hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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