Orion Portfolio Solutions, LLC

Investment Advisor
in Hebron, KY

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About this Advisor

Mark Ludmann is a financial advisor who works out of Hebron, Kentucky. Ludmann is an advisor for Orion Portfolio Solutions, LLC. Throughout their career, Ludmann has worked at Xpo Logistics (Formerly Conway Transportation) and Orion Portfolio Solutions, LLC. Ludmann maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Orion Portfolio Solutions, LLC is a financial advisory firm that has its headquarters in Omaha, NE. It has a total of 326 advisors. It administers $53 billion in assets under management between its 176,366 accounts, placing it among the largest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 176,366 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules vary depending on which service is provided. Fees charged by Orion Portfolio Solutions, LLC can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2300 Litton Ln Ste 102
Hebron, KY 41048

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management


KY Average: $1,978,216,465
Total Number of Employees


KY Average: 226
Total Number of Accounts


KY Average: 7,467
Average Account Size


KY Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Ludmann Work History

Mark has been registered as a financial advisor for 0 years.*

2019 - Present (4 years)

Orion Portfolio Solutions, LLC

2013 - 2019 (6 years)

Xpo Logistics (Formerly Conway Transportation)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Mark Ludmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orion Portfolio Solutions, LLC

Bruce Bischoff
Providence, UT
Mark Leonard
Omaha, NE
Christopher Hart
Berwyn, PA
Mark Ludmann
Hebron, KY
Emily Gross
Omaha, NE
Kevin Cave
Omaha, NE
Kyle Wildemore
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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