Monica
Casey
Orion Portfolio Solutions, LLC
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About this Advisor
Monica Casey is a financial advisor operating out of Omaha, Nebraska. Casey is an employee of Orion Portfolio Solutions, LLC. The advisor has gained experience at Brinker Capital, Orion Portfolio Solutions, Cassling Diagnostic Imaging, First Watch, Wex Inc, Ice House, Lincoln Children'S Zoo, Dick'S Sporting Goods, Fire Barn, Student Conservation Association, Pioneers Park Nature Center, Carlos O'Kelly'S, Lincoln Children'S Museum, Volunquest and Mutual Of Omaha. Casey holds a Series 66 license, certifying 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 firm operating out of Omaha, NE. It has a total of 326 financial advisors. It controls $53 billion in total assets between its 176,366 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 20 charities and foundations. Of its 176,366 accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Orion Portfolio Solutions, LLC provides a diverse assortment 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 charged by financial advisors usually are based on the type of services offered. However, fees billed by Orion Portfolio Solutions, LLC can include 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
Monica Casey Work History
Monica has been registered as a financial advisor for 0 years.*
Brinker Capital
Orion Portfolio Solutions
Cassling Diagnostic Imaging
First Watch
Wex Inc
Volunquest
Mutual Of Omaha
Ice House
Lincoln Children'S Zoo
Dick'S Sporting Goods
Fire Barn
Student Conservation Association
Pioneers Park Nature Center
Student Conservation Association
Carlos O'Kelly'S
Lincoln Children'S Museum
*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 Monica Casey 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
Hebron, KY
Providence, UT
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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