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Kelly Lynn Waltrich

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska
Unclaimed Profile
17605 WRIGHT ST, OMAHA, NE 68130CRD# 5036649Firm CRD# 125446
01

About

Kelly Lynn Waltrich is a registered financial advisor based in OMAHA, Nebraska, affiliated with ORION PORTFOLIO SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ORION PORTFOLIO SOLUTIONS, LLC
ORION PORTFOLIO SOLUTIONS, LLC
AUM
$14.2B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 5036649
Firm CRD# 125446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Lynn Waltrich offer?
Kelly Lynn Waltrich specializes in Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Kelly Lynn Waltrich's credentials?
Kelly Lynn Waltrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lynn Waltrich located?
Kelly Lynn Waltrich is based in OMAHA, Nebraska, working with ORION PORTFOLIO SOLUTIONS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Kelly Lynn Waltrich charge for services?
Kelly Lynn Waltrich'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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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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