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).
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Total Assets Under Management53,844MILLION
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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
Seth McCune (CRD# 5677018) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Connor McDonald (CRD# 7759236) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Dallas Messenger (CRD# 7864996) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Christopher Meyer (CRD# 7405540) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 2 years of experience in the finance industry.
Christopher Monroe (CRD# 7320387) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Susanne Naso (CRD# 4243529) 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.
Timothy Noe (CRD# 7292113) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 3 years of experience in the finance industry.
Justin Nordstrom (CRD# 6229325) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Hector Ortiz (CRD# 4796091) 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.
Michael Paz (CRD# 7468599) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 2 years of experience in the finance industry.