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ORION PORTFOLIO SOLUTIONS, LLC
ORION PORTFOLIO SOLUTIONS, LLC
OMAHA, Nebraska
·
13 registered advisors
·
CRD# 107975
SEC# 801-57265
1
859-426-2000
01
Firm Overview
AUM
$53.8B
Regulatory assets under management
Employees
404
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ORION PORTFOLIO SOLUTIONS, LLC
13 registered advisors
Brian Michael Ferko
OMAHA, Nebraska
CRD# 2524425
Bruce Dean Bischoff
OMAHA, Nebraska
CRD# 6153299
Douglas Edward Mccash
OMAHA, Nebraska
CRD# 5160163
James Duane Anderson
OMAHA, Nebraska
CRD# 4459140
John Wallace Ludlow
OMAHA, Nebraska
CRD# 2652167
Justin Eugene Kullman
OMAHA, Nebraska
CRD# 4579238
Lana Hansen Clarke
OMAHA, Nebraska
CRD# 6151545
Michael Wilford Forker
OMAHA, Nebraska
CRD# 6145134
Philip Franklin Green
BERWYN, Pennsylvania
CRD# 4419491
Ronald Earl Pruitt
OMAHA, Nebraska
CRD# 4437688
Ryan Bruce Beach
OMAHA, Nebraska
CRD# 5976659
Scott Richard Kubie
OMAHA, Nebraska
CRD# 2958475
Warren Patrick Clarke
OMAHA, Nebraska
CRD# 48081
05
Office Locations
OMAHA, Nebraska
12 advisors
BERWYN, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. ORION PORTFOLIO SOLUTIONS, LLC (CRD# 107975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.