RBC Capital Markets
47yrs
Top 1% by experience in Omaha
New
Robert Keller
Financial advisor at Orion Portfolio Solutions
Robert Keller is a financial advisor in Omaha, Nebraska, registered since Feb 2026. Robert joined Orion Portfolio Solutions in 2026, a firm offering investment management, private fund management, and retirement plan consulting. Robert holds the CFA designation.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Feb 2026 – nowOrion Portfolio Solutions, LLCCurrent firm
Contact Robert
(859) 426-2000Orion Portfolio Solutions main office 17605 Wright StOmaha, NE 68130Office · Get directions Instagram pageOrion Portfolio Solutions
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Questions to ask Robert
Tailored to Robert’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
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About Robert
How do I contact Robert?
Call Orion Portfolio Solutions at (859) 426-2000 and ask for Robert Keller. Robert works from the Omaha, NE office.
How long has Robert been a financial advisor?
Robert is new to the profession, registered since Feb 2026, and holds 0 licenses.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert 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 Robert 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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