Ty
Palmer

Orion Portfolio Solutions, LLC

CRD#7468811
Investment Advisor
in Omaha, NE

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About this Advisor

Ty Palmer is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Ty has previously held positions at Capital Eleven Auto, LLC, City Of Meridian, Bonneville Billing & Collections, Inc, Lpl Financial, LLC, Colonial River Investments, LLC, Brinker Capital Securities, LLC, and Orion Portfolio Solutions, LLC. Ty has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Ty 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

Series 66

Services Offered

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

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

$53,844,463,960

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

404

NE Average: 226
Total Number of Accounts

299,169

NE Average: 7,467
Average Account Size

$179,980

NE Average: $264,928

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

Ty Palmer Work History

2023 - Present (1 year)

Brinker Capital Securities, LLC

2023 - Present (1 year)

Orion Portfolio Solutions, LLC

2022 - 2023 (1 year)

Colonial River Investments, LLC

2021 - 2023 (2 years)

Lpl Financial, LLC

2016 - 2020 (4 years)

City Of Meridian

2015 - 2021 (6 years)

Capital Eleven Auto, LLC

2014 - 2015 (1 year)

Bonneville Billing & Collections, Inc

Disclosures

Please visit the SEC profile of Ty Palmer 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

Trenton Funn
Omaha, NE
Murphy Clarke
Omaha, NE
Bryant Grimminger
Omaha, NE
Trent Colledge
Omaha, NE
Gregory King
Omaha, NE
Austin Johnson
Omaha, NE
Joseph Larsen
Omaha, NE
Andy Gonzalez
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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