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).
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Total Assets Under Management53,283MILLION
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Total Number of Accounts176,366ACCOUNTS
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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
Lisa Pekny (CRD# 4655134) 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.
William Glenn Ragle (CRD# 2205546) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 32 years of experience in the finance industry.
Eric Sanders (CRD# 4668145) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 20 years of experience in the finance industry.
Richard Seitz (CRD# 5107374) 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.
Mark Soukup (CRD# 2198052) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 32 years of experience in the finance industry.
Benjamin Stout (CRD# 4873973) 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.
Brian Towner (CRD# 5675443) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
John Vanneman (CRD# 2014443) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Michael Vitallo (CRD# 5023002) 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.
Steven Walton (CRD# 6878297) 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.