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
Danielle Ruiz- Vela (CRD# 4684259) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Kent Schroeder (CRD# 5654937) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 14 years of experience in the finance industry.
Edward Sempek (CRD# 5559497) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Sean Sheridan (CRD# 6739272) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 7 years of experience in the finance industry.
Preston Suttmiller (CRD# 7274019) 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.
Tyler Vacek (CRD# 6679367) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Benjamin Vaske (CRD# 7378593) 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.
Blake Williams (CRD# 6896814) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Jacob Winfrey (CRD# 6740356) 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.
Griffin Winkowski (CRD# 5761790) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.