RBC Capital Markets
47yrs
Top 1% by experience in Omaha
2yrs
Carson Scharff
Financial advisor at Orion Portfolio Solutions
Carson Scharff has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Omaha, Nebraska. Carson joined Orion Portfolio Solutions in 2024, a firm offering investment management, private fund management, and retirement plan consulting. Orion Portfolio Solutions reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office17605 Wright St, Omaha, NE 68130
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$209,904
Advisors at the firm199
States licensed ?1 state
Services through Orion Portfolio Solutions
Investment management for individuals and small businessesManaging private fundsInvestment 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowOrion Portfolio Solutions, LLCCurrent firm
Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call Orion Portfolio Solutions at 859-426-2000 and ask for Carson Scharff. Carson works from the Omaha, NE office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Carson hold?
Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Orion Portfolio Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Carson 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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