BF
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
January 2023 - Present · 3 yrs
Brinker Capital Securities, LLCBroker
November 2022 - Present · 3 yrs 2 mos
Brinker Capital Securities, LLC
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Orion Portfolio Solutions, LLC
November 2022 - January 2023 · 2 mos
Hightower Securities, LLCBroker
August 2021 - June 2022 · 10 mos
LPL Financial LLC Broker
May 2021 - August 2021 · 3 mos
LPL Financial LLC
May 2021 - August 2021 · 3 mos
BMO Harris Financial Advisors, INC.Broker
May 2019 - March 2021 · 1 yr 10 mos
BMO Harris Financial Advisors, INC
May 2019 - March 2021 · 1 yr 10 mos
Bankers Life Advisory Services, INC.
October 2018 - May 2019 · 7 mos
Bankers Life Securities, INC.Broker
September 2018 - May 2019 · 8 mos
Portfolio Brokerage Services, INC.Broker
August 2014 - September 2018 · 4 yrs 1 mo
Envestnet | Pmc
August 2014 - September 2018 · 4 yrs 1 mo
Unionbanc Investment Services, LLC
February 2012 - June 2013 · 1 yr 4 mos
Unionbanc Investment Services, LLC Broker
February 2012 - June 2013 · 1 yr 4 mos
Zecco Trading, INC.Broker
February 2010 - January 2012 · 1 yr 11 mos
Wells Fargo Investments, LLC
April 2009 - September 2009 · 5 mos
Wells Fargo Investments, LLCBroker
March 2009 - September 2009 · 6 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.