Tammy
Rasplicka
Orion Portfolio Solutions, LLC
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About this Advisor
Tammy Rasplicka is a financial advisor operating in Omaha, Nebraska. Rasplicka is currently employed by Orion Portfolio Solutions, LLC. Over the course of their career, Rasplicka has held roles at Stockcross, First National Bank Of Omaha, Orion Portfolio Solutions, LLC, Brinker Capital Securities, Cetera Advisors Networks, LLC and Cwm, LLC. Rasplicka maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Orion Portfolio Solutions, LLC is a registered investment business headquartered in Omaha, NE. The firm has a total of 326 financial advisors. It handles $53 billion in total assets between its 176,366 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 176,366 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs 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 are based on which services the firm provides the client. However, fees charged by Orion Portfolio Solutions, LLC most likely are comprised 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
Tammy Rasplicka Work History
Tammy has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions, LLC
Brinker Capital Securities
Cetera Advisors Networks, LLC
Cwm, LLC
Stockcross
First National Bank Of Omaha
*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 Tammy Rasplicka 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
Berwyn, PA
Providence, UT
Omaha, NE
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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