AD
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
December 2023 - Present · 2 yrs 1 mo
Brinker Capital Securities, LLCBroker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Global Atlantic Distributors, LLCBroker
September 2022 - April 2023 · 7 mos
Investment Distributors, INC.Broker
February 2022 - July 2022 · 5 mos
The Leaders Group, INC.Broker
January 2020 - December 2020 · 11 mos
Lincoln Financial Distributors, INC.Broker
March 2010 - August 2018 · 8 yrs 5 mos
State Registrations2 states
NEPA
AdvisorBroker
Exams
No exam information available for this advisor.