Mark
Leonard
Orion Portfolio Solutions, LLC
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About this Advisor
Mark Leonard is a financial advisor working in Omaha, Nebraska. Leonard works at Orion Portfolio Solutions, LLC. Their career trajectory has included roles at Fidelity Investments, Td Ameritrade, Raymond James & Associates, Orion Advisor Technology and Orion Portfolio Solutions. Leonard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska. Orion Portfolio Solutions, LLC is a registered investment firm that has its headquarters in Omaha, NE. The investment advisory business has a total of 326 advisors. It administers $53 billion in assets across its 176,366 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 176,366 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. Orion Portfolio Solutions, LLC offers a number of services, including 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 charged by financial advisors usually vary depending on which services are offered. Fees charged by Orion Portfolio Solutions, LLC may include some blend 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
Mark Leonard Work History
Mark has been registered as a financial advisor for 0 years.*
Orion Advisor Technology
Orion Portfolio Solutions
Raymond James & Associates
Td Ameritrade
Td Ameritrade
Td Ameritrade
Fidelity Investments
*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 Mark Leonard 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
Berwyn, PA
Omaha, NE
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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