Isaac
Staat
Orion Portfolio Solutions, LLC
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About this Advisor
Isaac Staat is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Isaac has previously held positions at Edward Jones, Olive Garden Restaurant, University Of Wi - Superior, Sacred Heart Music Center, Securian Financial Services Inc, Minnesota Life Insurance Co, Securian Advisors Of The Northwest, Uber Eats, Northshore School District, Orion Portfolio Solutions, LLC, and Orion Advisor Technology. Isaac has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Isaac 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
Isaac Staat Work History
Orion Portfolio Solutions, LLC
Orion Advisor Technology
Uber Eats
Northshore School District
Securian Financial Services Inc
Minnesota Life Insurance Co
Securian Advisors Of The Northwest
Edward Jones
University Of Wi - Superior
Sacred Heart Music Center
Olive Garden Restaurant
Disclosures
Please visit the SEC profile of Isaac Staat 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
Berwyn, PA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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