Preston Suttmiller (CRD# 7274019) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 3 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Orion Portfolio Solutions, LLC | Omaha, NE | Jul 2020 - Current | 3 |
Upshift Work, LLC | Cincinnati, OH | Sep 2019 - Jun 2020 | < 1 |
Village Green | Cincinnati, OH | Feb 2017 - Sep 2019 | 2 |
Northern Kentucky Chamber Of Commerce | Fort Mitchell, KS | Jun 2016 - Jan 2017 | < 1 |
Fred Meyer Jewelers | Cincinnati, OH | Aug 2015 - Jun 2016 | < 1 |
Skywardnky | Covington, KY | May 2015 - Jun 2016 | 1 |
Northern Kentucky University | Highland Heights, KY | Aug 2014 - May 2016 | 1 |
Northern Kentucky University | Highland Heights, KS | Sep 2012 - May 2016 | 3 |
Northern Kentucky University Athletics | Highland Heights, KY | Aug 2014 - May 2015 | < 1 |
Sp+parking | Cincinnati, OH | May 2014 - Sep 2014 | < 1 |
Barrington Of Fort Thomas | Fort Thomas, KS | Apr 2010 - Jun 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- NE
-
Total Assets Under Management53,844MILLIONS
-
Total Number of Accounts299,169ACCOUNTS
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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
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