Madelyn
Mogensen
Orion Portfolio Solutions, LLC
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About this Advisor
Madelyn Mogensen is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Madelyn has previously held positions at Renaissance Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, Wilderness Ridge Country Club, University Of Nebraska-Lincoln Athletic Department, University Of Nebraska-Lincoln, Full Time Education, Charred, Sterling Computers, Hawks Coffee Shop, Sun Tan City, Sergeant Bluff Parks And Recreation, Scheels, Aggies, Full Time Student, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, Orion Portfolio Solutions, and Brinker Capital Securities. Madelyn has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Madelyn 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
Madelyn Mogensen Work History
Orion Portfoio Solutions
Brinker Capital Securities
Renaissance Financial
Minnesota Life Insurance Co
Securian Financial Services Inc
Wilderness Ridge Country Club
University Of Nebraska-Lincoln Athletic Department
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Renaissance Financial
Charred
University Of Nebraska-Lincoln Athletic Department
Renaissance Financial
University Of Nebraska-Lincoln
Full Time Education
Sterling Computers
Hawks Coffee Shop
Sun Tan City
Full Time Education
Full Time Student
Scheels
Aggies
Sergeant Bluff Parks And Recreation
Full Time Student
Disclosures
Please visit the SEC profile of Madelyn Mogensen 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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