Trenton
Funn
Orion Portfolio Solutions, LLC
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About this Advisor
Trenton Funn is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Trenton has previously held positions at Fidelity Investments, Utah Community Credit Union, Speedy Mart #2, Alpine School District, Vector Marketing, Grit Marketing, Sea Island Carts, Crystal Aquatics, American Eagle, Tribal West Lacrosse, The Church Of Jesus Christ Of Latter-Day Saints, Southern Virginia University, Weber State University, Oregon State University, James Madison High School, Orion Portfolio Solutions, Brinker Capital Securities, and Greenix Pest Control. Trenton has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Trenton 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
Trenton Funn Work History
Orion Portfolio Solutions
Brinker Capital Securities
Greenix Pest Control
Fidelity Investments
Utah Community Credit Union
Speedy Mart #2
Alpine School District
Vector Marketing
Grit Marketing
Tribal West Lacrosse
Oregon State University
Sea Island Carts
The Church Of Jesus Christ Of Latter-Day Saints
Weber State University
Southern Virginia University
Southern Virginia University
Crystal Aquatics
American Eagle
James Madison High School
Disclosures
Please visit the SEC profile of Trenton Funn 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
Berwyn, PA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. 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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