Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,844,463,960 in 299,169 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management53,844MILLION
-
Total Number of Accounts299,169ACCOUNTS
-
Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jacob Childers (CRD# 6692109) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 7 years of experience in the finance industry.
Eric Clarke (CRD# 2917776) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 26 years of experience in the finance industry.
Todd Clarke (CRD# 2302776) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 31 years of experience in the finance industry.
Mickey Ellison (CRD# 3249568) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 24 years of experience in the finance industry.
Patrick Ferrer (CRD# 1320671) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 15 years of experience in the finance industry.
Spencer Fleming (CRD# 6168097) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Michael Forker (CRD# 6145134) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Gene Frerichs (CRD# 3154208) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Bryan Gelster (CRD# 5996919) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Emily Gross (CRD# 4863504) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 19 years of experience in the finance industry.