Justin
Kullman
Orion Portfolio Solutions, LLC
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About this Advisor
Justin Kullman is a financial advisor operating in Omaha, Nebraska. Kullman works at Orion Portfolio Solutions, LLC. The advisor has gained experience at Constellation Trust Company, Northern Lights Distributors, LLC, Orion Portfolio Solutions and Brinker Capital Investments, LLC. Kullman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Nebraska. Orion Portfolio Solutions, LLC is a financial advisory company operating out of Omaha, NE. The firm has a total of 326 advisors. It has $53 billion in total assets across its 176,366 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 176,366 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Orion Portfolio Solutions, LLC has a wide 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. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Orion Portfolio Solutions, LLC can consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,283,016,878
326
176,366
$302,116
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
Justin Kullman Work History
Justin has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions
Brinker Capital Investments, LLC
Constellation Trust Company
Northern Lights Distributors, LLC
*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.
Disclosures
Please visit the SEC profile of Justin Kullman 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
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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 profile-compliance@smartasset.com.
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