John
Vanneman
Orion Portfolio Solutions, LLC
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About this Advisor
John Vanneman is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. John has previously held positions at Brinker Capital Securities, Northern Lights Distributors, LLC, Orion Portfolio Solutions, LLC, Cls Investments, and Orion Advisor Solutions. John has passed the Series 63 regulatory exam and is registered to provide services in Nebraska. Currently, John 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
John Vanneman Work History
Brinker Capital Securities
Orion Advisor Solutions
Orion Portfolio Solutions, LLC
Cls Investments
Northern Lights Distributors, LLC
Cls Investments
Disclosures
Please visit the SEC profile of John Vanneman 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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