Joel Riha-Aldrich (CRD# 7200246) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 4276855
Principal Securities, Inc.
CRD# 2096611
Charles Schwab & Company, Inc.
CRD# 6382085
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Advisor Technology | Omaha, NE | Aug 2020 - Current | 3 |
| Orion Portfolio Solutions | Omaha, NE | Aug 2020 - Current | 3 |
| Omaha Country Club | Omaha, NE | Mar 2020 - Aug 2020 | < 1 |
| A&g Restaurant | Maryville, MO | Aug 2019 - Mar 2020 | < 1 |
| Meca | Omaha, NE | Mar 2017 - Aug 2019 | 2 |
| Orsi's Italian Bakery | Omaha, NE | Jan 2016 - Mar 2017 | 1 |
| Unemployed | Omaha, NE | Dec 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NE
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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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