Mark Ludmann, financial advisor Hebron KY

Mark Ludmann

CRD Number: 2871588
Current Firm: Orion Portfolio Solutions, LLC

Mark Ludmann (CRD# 2871588) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Orion Portfolio Solutions, LLC Omaha, NE Jul 2019 - Current 3
Xpo Logistics (formerly Conway Transportation) Florence, KY Apr 2013 - Jul 2019 6
The Expediting Company Erlanger, KY Feb 2012 - Apr 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Mark A. Ludmann
Phone Number: 859-426-2000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    56,174
    MILLIONS
  • Total Number of Accounts
    165,062
    ACCOUNTS
  • Average Account Value
    $340,322
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Types of Clients
Registered States

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

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