Griffin
Winkowski
Orion Portfolio Solutions, LLC
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About this Advisor
Griffin Winkowski is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Griffin has previously held positions at Kelly Services, Inc, Newedge Usa, LLC, Sg Americas Securities, LLC, Raymond James & Associates, Interactive Brokers Group, Securian Financial Services Inc, North Star Financial, Johnson Financial Group, Orion Advisor Technology, and Orion Portfolio Solutions. Griffin has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Griffin is part of Orion Portfolio Solutions, LLC, which operates out of Omaha, Nebraska. The firm has 1 office and 404 employees. The firm manages assets totaling $53.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Orion Portfolio Solutions, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,844,463,960
404
299,169
$179,980
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Griffin Winkowski Work History
Securian Financial Services Inc
Orion Advisor Technology
Orion Portfolio Solutions
North Star Financial
Securian Financial Services Inc
Johnson Financial Group
Interactive Brokers Group
Raymond James & Associates
Sg Americas Securities, LLC
Kelly Services, Inc
Newedge Usa, LLC
Disclosures
Please visit the SEC profile of Griffin Winkowski 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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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