Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,844,463,960 in 299,169 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management53,844MILLION
-
Total Number of Accounts299,169ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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
Deely Bailey (CRD# 6731413) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Dawn Batho (CRD# 4402897) 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.
Kylee Beach (CRD# 6005280) 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.
Ryan Berges (CRD# 2354098) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 31 years of experience in the finance industry.
Micah Bielski (CRD# 4970430) 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.
Jamie Blair (CRD# 5454751) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 15 years of experience in the finance industry.
Christopher Bosse (CRD# 5372638) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
Ashley Calabretto (CRD# 5975503) 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.
Meghan Castinado (CRD# 6107095) 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.
Jacob Childers (CRD# 6692109) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 7 years of experience in the finance industry.