Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,283,016,878 in 176,366 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management53,283MILLION
-
Total Number of Accounts176,366ACCOUNTS
-
Average Account Value$302,116
- 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 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
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
Emily Gross (CRD# 4863504) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Jeremy Hersch (CRD# 4839668) 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.
Sean Hollingshead (CRD# 6225690) 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.
Christopher Horan (CRD# 5006911) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Andrea Iseminger (CRD# 5086839) 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.
Jacquelyn Keterson (CRD# 6218041) 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.
Brett Leach (CRD# 3013699) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 25 years of experience in the finance industry.
Gerald Matzke (CRD# 6165621) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Brian Morgan (CRD# 5825146) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 12 years of experience in the finance industry.
Tanner Olson (CRD# 6253472) 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.