Unclaimed Profile

John Russel Vanneman

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

SIE, Series 3, Series 7, Series 63CFAClean record24 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 2014443Firm CRD# 125446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Russel Vanneman · OMAHA, NE

Registration

CRD #2014443 · ORION PORTFOLIO SOLUTIONS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – Jun 2025

OMAHA, NE

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2020 – Jan 2023

OMAHA, NE

BRINKER CAPITAL INVESTMENTS, LLC.

Nov 2012 – Dec 2020

BERWYN, PA

ADVISER INVESTMENTS LLC

Feb 2012 – Mar 2012

BOSTON, MA

ADVISER INVESTMENTS

Mar 2011 – Feb 2012

NEWTON, MA

KOBREN INSIGHT MANAGEMENT - AN ADVISER INVESTMENTS COMPANY

Mar 2011 – Mar 2012

NEWTON, MA

E*TRADE CAPITAL MANAGEMENT, LLC

Jan 2008 – Mar 2011

ARLINGTON, VA

KOBREN INSIGHT MANAGEMENT INC

Jan 2002 – Mar 2011

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Registration record

First registered · January 4, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 125446 · SEC 801-61964

AUM

$14.2B

Regulatory assets under management

Employees

112

81,242 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does John Russel Vanneman offer?

John Russel Vanneman specializes in Investment Management, Wealth Management.

What are John Russel Vanneman's credentials?

John Russel Vanneman holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Russel Vanneman located?

John Russel Vanneman is based in OMAHA, Nebraska, last registered with ORION PORTFOLIO SOLUTIONS, LLC.

How does John Russel Vanneman charge for services?

John Russel Vanneman's firm is compensated through percentage of aum, subscription fees, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION PORTFOLIO SOLUTIONS, LLC?

ORION PORTFOLIO SOLUTIONS, LLC has approximately 112 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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