ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, Nebraska·12 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
12
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

12 registered advisors
Clara Elizabeth Maddox
OMAHA, Nebraska
David Paul Engel
HEBRON, Kentucky
Dean William Cook
OMAHA, Nebraska
Gregory James Rawlins
HEBRON, Kentucky
John Russel Vanneman
OMAHA, Nebraska
Julie Ann Lane
OMAHA, Nebraska
Kelly Lynn Waltrich
OMAHA, Nebraska
Michael Eugene Hall
HEBRON, Kentucky
Phillip Charles Markgraf
HEBRON, Kentucky
Randy Thomas Lambert
OMAHA, Nebraska
Richard Forrest Jones
HEBRON, Kentucky
Todd Patrick Clarke
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
7 advisors
HEBRON, Kentucky
5 advisors

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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.