BB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B
Fee Structure
Minimum Investment:None
This firm offers various investment management programs with different fee structures that are not detailed in this brochure. More information can be found in Item 5 – Fees and Compensation of this Brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
17605 Wright St, Omaha, NE, 68130
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Orion Portfolio Solutions, LLC
May 2025 - Present · 8 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2017 - June 2019 · 1 yr 7 mos
E*trade Securities LLCBroker
March 2006 - December 2006 · 9 mos
E*trade Securities, IncorporatedBroker
July 2000 - January 2002 · 1 yr 6 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.