Mark
Leonard

Orion Portfolio Solutions, LLC

CRD#6185199
Investment Advisor
in Omaha, NE

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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

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

17605 Wright St
Omaha, NE 68130

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management

$53,283,016,878

NE Average: $1,978,216,465
Total Number of Employees

326

NE Average: 226
Total Number of Accounts

176,366

NE Average: 7,467
Average Account Size

$302,116

NE Average: $264,928

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.*

2021 - Present (3 years)

Orion Advisor Technology

2021 - Present (3 years)

Orion Portfolio Solutions

2020 - 2021 (1 year)

Raymond James & Associates

2019 - 2020 (1 year)

Td Ameritrade

2017 - 2019 (2 years)

Td Ameritrade

2015 - 2017 (2 years)

Td Ameritrade

2013 - 2014 (1 year)

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

Christopher Hart
Berwyn, PA
Joseph Mannschreck
Omaha, NE
Jeanna Stecklein
Omaha, NE
Kyle Wildemore
Omaha, NE
Bruce Bischoff
Providence, UT
Kevin Cave
Omaha, NE
Mark Leonard
Omaha, NE
Shaun Kardell
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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