RBC Capital Markets
47yrs
Top 1% by experience in Omaha
2yrs
Dylan Dwyer
Financial advisor at Orion Portfolio Solutions
Based in Omaha, Nebraska, Dylan Dwyer is a financial advisor with 2 years of industry experience. Dylan has been with Orion Portfolio Solutions since 2025. Dylan’s designations include CFA and CFP®.
At a glance
Experience2 years (since 2025)
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.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2025 – nowOrion Portfolio Solutions, LLCCurrent firm
Questions to ask Dylan
Tailored to Dylan’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 Dylan
How do I contact Dylan?
Call Orion Portfolio Solutions at 859-426-2000 and ask for Dylan Dwyer. Dylan works from the Omaha, NE office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Dylan hold?
No exams are listed on the official record.
Is Dylan a fiduciary?
Dylan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dylan 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 Dylan 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Omaha
LPL Financial
47yrs
Top 1% by experience in Omaha
Ameriprise Financial Services
47yrs
Top 1% by experience in Omaha
Gladstone Wealth Partners
47yrs
Top advisor by experience at Gladstone Wealth Partners
Arnold Weitz & CO
47yrs
Top 1% by experience in Omaha