ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, Nebraska·6 registered advisors·CRD# 125446
SEC# 801-619642859-426-2000
01

Firm Overview

AUM
$14.2B
Regulatory assets under management
Employees
112
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: ADMINISTRATIVE FEES
03

Specialties

Investment ManagementWealth Management
04

Advisors at ORION PORTFOLIO SOLUTIONS, LLC

6 registered advisors
Dean William Cook
OMAHA, Nebraska
John Russel Vanneman
OMAHA, Nebraska
CFA
Michael Eugene Hall
HEBRON, Kentucky
Randy Thomas Lambert
OMAHA, Nebraska
Richard Forrest Jones
HEBRON, Kentucky
Todd Patrick Clarke
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
4 advisors
HEBRON, Kentucky
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ORION PORTFOLIO SOLUTIONS, LLC (CRD# 125446) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.