Cody
Ulland
Orion Portfolio Solutions, LLC
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About this Advisor
Cody Ulland is a certified financial planner working out of Berwyn, Pennsylvania. Ulland is currently employed by Orion Portfolio Solutions, LLC. Over the course of their career, they have held roles at Fidelity Brokerage Service, LLC, Johnson Tire Service, Bestgate Wealth Advisors, Townsquare Capital, Brinker Capital and Orion Portfolio Solutions. Ulland holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Nebraska. Orion Portfolio Solutions, LLC is an advisory business operating out of Omaha, NE. The company has a total of 326 employees. It oversees $53 billion in total assets between its 176,366 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 176,366 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a broad set 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 largely depend on which services are provided. However, fee types billed by Orion Portfolio Solutions, LLC likely include some blend 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
Cody Ulland Work History
Cody has been registered as a financial advisor for 0 years.*
Brinker Capital
Orion Portfolio Solutions
Townsquare Capital
Bestgate Wealth Advisors
Fidelity Brokerage Service, LLC
Johnson Tire Service
*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 Cody Ulland 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
Berwyn, PA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Hebron, KY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
