AG
AG

Amber Nicole Gresham

8 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

17605 Wright St, Omaha, NE, 68130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amber works as a consultant for Millennium Trust Company/PayFlex, advising on the sale of consumer-directed health benefits. This takes about 10-20% of Amber's time and does not occur during securities trading hours.

Employment History
Current Registrations
Orion Portfolio Solutions, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Beacon Pointe Advisors, LLC
April 2020 - July 2022 · 2 yrs 3 mos
Independent Financial Group, LLC
January 2018 - February 2020 · 2 yrs 1 mo
Independent Financial Group, LLCBroker
January 2018 - February 2020 · 2 yrs 1 mo
TD Ameritrade, INC.
September 2014 - July 2016 · 1 yr 10 mos
Amerivest Investment Management, LLC
September 2014 - February 2015 · 5 mos
TD Ameritrade, INC.Broker
July 2014 - July 2016 · 2 yrs
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.