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Andrea J Iseminger

Orion Portfolio Solutions, LLC
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Orion Portfolio Solutions, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

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History

Regulatory 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.

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Employment History
Current Registrations
Orion Portfolio Solutions, LLC
January 2023 - Present · 3 yrs 1 mo
Brinker Capital Securities, LLC
December 2021 - Present · 4 yrs 2 mos
Brinker Capital Securities, LLCBroker
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2020 - January 2023 · 3 yrs
Cls Investments, LLC
January 2014 - December 2019 · 5 yrs 11 mos
Northern Lights Distributors, LLCBroker
October 2006 - December 2016 · 10 yrs 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.