AP
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
Brinker Capital Securities, LLCBroker
October 2024 - Present · 1 yr 3 mos
Orion Portfolio Solutions, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Masterworks Advisers, LLC
January 2024 - March 2024 · 2 mos
Alt Fund Distributors LLCBroker
July 2023 - September 2023 · 2 mos
Janney Montgomery Scott LLC
October 2022 - May 2023 · 7 mos
Janney Montgomery Scott LLC Broker
March 2020 - May 2023 · 3 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2017 - December 2018 · 1 yr 5 mos
State Registrations2 states
NEPA
AdvisorBroker
Exams
No exam information available for this advisor.