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).

By the Numbers
  • Total Assets Under Management
    53,283
    MILLION
  • Total Number of Accounts
    176,366
    ACCOUNTS
  • Average Account Value
    $302,116
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Orion Portfolio Solutions, LLC
Showing 31 - 40 of 125 top financial advisors.
31
Lisa M. Pekny
CRD#: 4655134
17605 Wright St, Omaha, NE 68130

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.

32
William Glenn B. Ragle
CRD#: 2205546
17605 Wright St, Omaha, NE 68130

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.

33
Eric D. Sanders
CRD#: 4668145
17605 Wright St, Omaha, NE 68130

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.

34
Richard Z. Seitz
CRD#: 5107374
17605 Wright St, Omaha, NE 68130

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.

35
Mark A. Soukup
CRD#: 2198052
17605 Wright St, Omaha, NE 68130

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.

36
Benjamin S. Stout
CRD#: 4873973
17605 Wright St, Omaha, NE 68130

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.

37
Brian D. Towner
CRD#: 5675443
17605 Wright St, Omaha, NE 68130

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.

38
John R. Vanneman
CRD#: 2014443
17605 Wright St, Omaha, NE 68130

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.

39
Michael A. Vitallo
CRD#: 5023002
17605 Wright St, Omaha, NE 68130

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.

40
Steven D. Walton
CRD#: 6878297
17605 Wright St, Omaha, NE 68130

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.

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